Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Stewart Lewis is a financial advisor with over 28 years of experience in the financial services industry. Michael is registered to provide investment advice in Oregon and Texas and provides securities services in Arizona, Colorado, Florida, Idaho, Indiana, Maryland, Nevada, New Mexico, Oregon, Virginia, and Washington. Michael has a Series 7, Series 63, and Series 65 license. Michael's current firm is LPL Financial LLC where they are an Investment Advisor Representative. Michael was previously registered with Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc.
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.
Consulting and other non-discretionary advisory services
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.
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2
OR
02/16/2021 - Present
LPL Financial LLC (CANBY OR)
OR
01/03/2011 - 02/23/2021
WELLS FARGO CLEARING SERVICES, LLC (GRESHAM OR)
OR
09/30/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)
OR
06/01/2009 - 10/20/2010
MORGAN STANLEY SMITH BARNEY (SALEM OR)
OR
03/28/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SALEM OR)
IA
Issued 04/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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