Unclaimed
Paul Robert Lewis is a financial advisor with Fidelity Brokerage Services LLC. Paul has been in the industry since August 16, 2015. Paul holds the Series 7, Series 63, Series 66, Series 99TO and SIE licenses. Paul is licensed in 52 states and the District of Columbia.
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.
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.
1
2
TX
08/17/2015 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BOTH
Issued 05/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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