Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott Lewis is a financial advisor with over 20 years of experience in the financial services industry. Michael is a Certified Financial Planner and currently registered with Fidelity Personal And Workplace Advisors. Michael is licensed to provide financial and investment advice in over 20 states, and he is committed to helping his clients achieve their financial goals. Michael has a strong track record of success in helping clients with a wide range of financial needs, including retirement planning, investment management, and estate planning.
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.
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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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
KS
09/04/2009 - 07/16/2010
TRANSAMERICA FINANCIAL ADVISORS, INC (OVERLAND PARK KS)
MO
08/22/2006 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (NORTH KANSAS CITY MO)
KS
06/11/2002 - 08/15/2006
NEW ENGLAND SECURITIES (OVERLAND PARK KS)
IA
Issued 11/16/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/10/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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