Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Joseph Lewis is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Michael Joseph Lewis is also an independent insurance agent for various independent insurance companies and owns North Star Financial Partners. Michael Joseph Lewis has been in the financial industry since November 1986 and has been registered with the Securities and Exchange Commission since September 2008. Michael Joseph Lewis's practice specializes in financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors, market timing services, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
07/13/2010 - Present
Cambridge Investment Research Advisors, Inc. (SACRAMENTO CA)
CA
12/17/1993 - 10/20/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (SACRAMENTO CA)
IN
12/17/1993 - 03/27/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
09/28/1990 - 12/06/1993
LEGEND CAPITAL CORPORATION
FL
10/23/1986 - 12/06/1993
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
BOTH
Issued 10/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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