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 Charles Schwab & CO., Inc. Michael has been in the industry since 2008 and is registered in 54 states and the District of Columbia. Michael also has experience with TD Ameritrade, Inc. and Citigroup Global Markets Inc. Michael offers a variety of financial services including financial planning, portfolio management, and selection of other advisors. Michael is also a Wrap Fee Program Sponsor and Financial Planning Advisor Referral Program.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
01/27/2022 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
TX
10/08/2013 - 05/19/2024
TD AMERITRADE, INC. (Westlake TX)
TX
08/10/2011 - 07/26/2013
CITIGROUP GLOBAL MARKETS INC. (SOUTHLAKE TX)
IL
03/19/2008 - 09/10/2010
CHASE INVESTMENT SERVICES CORP. (HICKORY HILLS IL)
BOTH
Issued 01/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/17/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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