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 financial advisor with Family Legacy Financial Solutions, LLC, located in CARY, NC. Michael has been in the financial industry for over 30 years. Michael's experience includes time with Cambridge Investment Research, Inc., BNY Mellon Capital Markets, LLC, Pershing LLC, and ScotiaMcLeod (USA) Inc. Michael holds the Series 7, 24, 27, 55, 63, 57TO, and 99TO licenses. Michael also holds the Chartered Financial Analyst designation. Michael specializes in financial planning and portfolio management.
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.
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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NC
02/05/2024 - Present
Family Legacy Financial Solutions, LLC (CARY NC)
NC
11/16/2018 - 02/02/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Cary NC)
NY
01/02/2014 - 05/23/2018
BNY MELLON CAPITAL MARKETS, LLC (NEW YORK NY)
NJ
11/14/2007 - 01/07/2014
PERSHING LLC (JERSEY CITY NJ)
NY
03/30/1989 - 01/19/1996
SCOTIAMCLEOD (USA) INC. (NEW YORK NY)
NA
09/24/1982 - 08/10/1984
BEAR, STEARNS & CO.
BC
Issued 07/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2008
Series 24 - General Securities Principal Examination
BC
Issued 03/06/1989
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 05/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2013
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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