Unclaimed
Michael Robert Lewis is a registered representative with Truist Securities, Inc. Michael is a securities professional with over 15 years of experience in the industry. Michael has a strong background in investment banking and has worked with various firms in the past including Barclays Capital Inc., J.P. Morgan Securities Inc., and Bear, Stearns & Co. Inc. Michael currently holds the Series 63, Series 7, Series 87, and SIE licenses.
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.
1
2
NY
09/09/2014 - Present
Truist Securities, Inc. (NEW YORK NY)
NY
04/21/2010 - 07/09/2014
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
10/01/2008 - 04/22/2010
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
06/02/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
08/20/2007 - 06/02/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 09/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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