Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Marie Lewis is an investment advisor representative registered with Cbiz Investment Advisory Services, LLC in Ohio. Paula has been in the industry since June 2014 and is Series 65 licensed. Paula provides financial planning, pension consulting, educational seminars, fiduciary services and administrative support services to clients. Paula also works for the parent company, CBIZ Inc. and its affiliated entities.
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.
Performance reporting, fiduciary services and admnistrative support services
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.
A percentage of assets under advisement
1
2
OH
03/29/2019 - Present
Cbiz Investment Advisory Services, LLC (CLEVELAND OH)
IA
Issued 05/28/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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