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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Ann Lewis is a registered investment advisor representative with Arvest Wealth Management. Nancy has been in the securities industry since December 18, 2000. Nancy holds licenses in Arkansas, Kansas, Missouri, and Oklahoma. Nancy has been with Arvest Wealth Management since February 2023. Prior to that, Nancy worked at Stephens Inc., Voya Financial Advisors, Inc., and Voya Retirement Advisors, LLC.
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.
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
AR
02/09/2023 - Present
Arvest Wealth Management (FT SMITH AR)
AR
09/16/2019 - 01/31/2023
STEPHENS (LITTLE ROCK AR)
AR
09/29/2016 - 09/17/2019
VOYA FINANCIAL ADVISORS, INC. (Little Rock AR)
AR
11/10/2006 - 10/06/2016
VOYA RETIREMENT ADVISORS, LLC (LITTLE ROCK AR)
MA
12/06/2005 - 01/17/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/06/2005 - 01/17/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
06/10/2004 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
04/17/2001 - 06/23/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
FL
07/28/1998 - 04/08/1999
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NE
02/05/1998 - 07/20/1998
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
IA
Issued 07/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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