Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Robert Lewis is a financial advisor with over 17 years of experience in the financial services industry. Matthew is currently registered with American Century Investment Services Inc. and has been with the firm since December 2017. Previously, Matthew has worked with Blackrock Investments, LLC and Barclays Global Investors Services. Matthew is a Series 7, Series 24 and Series 63 licensed representative and holds the Securities Industry Essentials (SIE) exam. Matthew is registered in 51 states and the District of Columbia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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CA
12/11/2017 - Present
American Century Investment Services Inc. (WALNUT CREEK CA)
CA
01/03/2012 - 06/08/2017
BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
11/06/2009 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (SAN FRANCISCO CA)
CA
10/10/2005 - 12/31/2009
BARCLAYS GLOBAL INVESTORS SERVICES (SAN FRANCISCO CA)
BC
Issued 02/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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