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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lewis is a financial advisor with Equitable Advisors, LLC, and has been working in the financial industry since August 3, 1992. Michael Lewis is registered in Ohio as a registered representative and investment advisor. The advisor has the following FINRA registrations: Series 6, Series 7, Series 63, Series 65, and SIE. The advisor holds the following licenses: Series 6, Series 7, Series 63, Series 65, and SIE. Michael Lewis is currently licensed as a registered representative and investment advisor in Ohio. Michael Lewis specializes in working with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Michael Lewis provides financial planning services to individuals and businesses. Michael Lewis is a financial advisor with Equitable Advisors, LLC, and has been working in the financial industry since August 3, 1992.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OH
01/24/2003 - Present
Equitable Advisors, LLC (BROADVIEW HEIGHTS OH)
NY
08/04/1992 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 10/04/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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