Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neal? Claim Your ProfileNeal Eugene Lewis is a financial advisor at Fidelity Personal and Workplace Advisors. Neal has been in the financial industry for 25 years and has experience working with both individual clients and institutional investors. He is registered to provide investment advice in 55 states and jurisdictions. Neal's areas of expertise include portfolio management, financial planning, and retirement planning. He has also worked for Wells Fargo Investments, LLC and Fidelity Brokerage Services 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.
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.
1
2
UT
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
08/31/2004 - 07/09/2007
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
RI
01/29/1998 - 09/15/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 02/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/30/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Neal Lewis is the right advisor for you? Invested Better is here to help.
