Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Edward Lewis is a financial advisor with Belpointe Asset Management LLC. Paul has been in the industry for over 30 years and has a strong track record of success. Paul has a broad range of experience in financial planning, investment management, and retirement planning. Paul holds several licenses and certifications including the Series 7, Series 6, and Series 63. Paul is also a Certified Financial Planner. In addition to his experience at Belpointe Asset Management LLC, Paul has also worked for TRIAD ADVISORS LLC and PURSHE KAPLAN STERLING INVESTMENTS. Paul has a commitment to helping clients achieve their financial 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.
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
IL
08/22/2018 - Present
Belpointe Asset Management LLC (Champaign IL)
IL
11/28/2016 - 08/22/2018
TRIAD ADVISORS LLC (Champaign IL)
IL
05/05/2014 - 11/28/2016
PURSHE KAPLAN STERLING INVESTMENTS (Champaign IL)
IL
06/01/2006 - 05/19/2014
FIRST ALLIED SECURITIES, INC. (URBANA IL)
IL
10/30/2002 - 06/12/2006
SII INVESTMENTS, INC. (URBANA IL)
FL
04/01/1991 - 11/04/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NA
06/25/1982 - 04/01/1991
PW SECURITIES, INC.
BC
Issued 09/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/1986
Series 24 - General Securities Principal Examination
BC
Issued 08/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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