Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Michael Lewis is an Investment Advisor Representative associated with LaSalle St. Investment Advisors, LLC. Peter has been in the industry since 2011, and is licensed to provide advisory services in 22 states and the District of Columbia. Peter has experience working with various types of clients, including individuals, corporations, and charitable organizations, and has a demonstrated track record of success in helping them achieve their financial goals. Peter is committed to providing personalized service and helping clients develop comprehensive financial plans that meet their unique needs.
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.
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.
1
2
IL
02/16/2017 - Present
Lasalle ST. Investment Advisors, LLC (McHenry IL)
IL
10/14/2014 - 09/19/2016
WORLD EQUITY GROUP, INC. (ROLLING MEADOWS IL)
IL
06/26/2012 - 09/08/2014
FIFTH THIRD SECURITIES, INC. (EVANSTON IL)
IL
12/06/2011 - 06/25/2012
ASSOCIATED INVESTMENT SERVICES, INC. (THIRD LAKE IL)
IL
09/02/2011 - 11/30/2011
WORLD EQUITY GROUP, INC. (SCHAUMBURG IL)
BOTH
Issued 08/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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