Unclaimed
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 registered representative at Sunbelt Securities, Inc. based in Houston, Texas. Michael has over 10 years of experience in the financial services industry. Michael is dedicated to providing personalized financial advice to individuals, families, and businesses. Michael focuses on providing a range of financial services, including investment management, financial planning, and retirement planning. Michael is committed to helping clients achieve their financial goals.
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.
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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TX
11/01/2016 - Present
Sunbelt Securities, Inc. (HOUSTON TX)
TX
01/30/2012 - 11/17/2016
LPL FINANCIAL LLC (SOUTHLAKE TX)
BOTH
Issued 06/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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