Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Glenn Lewis is a financial advisor with over 30 years of experience in the financial services industry. Patrick is currently registered with Morgan Stanley. Patrick has experience with a variety of firms including Merrill Lynch and American Express Financial Advisors. Patrick has also held the Series 7, Series 63, and Series 65 licenses, and he is a registered Investment Advisor in Montana and Texas. Patrick works with clients to develop personalized financial plans that help them reach their goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MT
06/01/2009 - Present
Morgan Stanley (BOZEMAN MT)
MT
05/28/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOZEMAN MT)
MT
11/16/1995 - 05/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOZEMAN MT)
MN
07/27/1993 - 10/17/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/27/1993 - 10/17/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/04/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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