Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paige? Claim Your ProfilePaige Macy Lewis is an investment advisor representative currently registered with Gallagher Fiduciary Advisors, LLC. Paige has over 10 years of experience in the financial services industry. Previously, Paige worked at firms such as Triad Advisors LLC, Principal Securities, Inc., Stancorp Equities, Inc., Charles Schwab & Co., Inc. and Nationwide Investment Services Corporation. Paige holds Series 6, 7, 63 and 65 securities licenses. Paige is also a member of WiPN, a non-profit network. Paige specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
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.
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.
See schedule d misc. for explanation
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
WA
11/08/2023 - Present
Gallagher Fiduciary Advisors, LLC (Bellevue WA)
WA
09/22/2023 - 08/23/2024
TRIAD ADVISORS LLC (Bellevue WA)
WA
06/09/2022 - 08/28/2023
PRINCIPAL SECURITIES, INC. (SEATTLE WA)
CO
03/03/2020 - 04/08/2022
STANCORP EQUITIES, INC. (DENVER CO)
CO
05/20/2019 - 12/04/2019
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
OH
08/20/2013 - 05/02/2019
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IA
Issued 01/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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