Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Regina? Claim Your ProfileRegina Lewis is a financial advisor with Captrust. Regina has over 8 years of experience in the financial services industry. Regina is registered with the state of Tennessee as an Investment Advisor Representative. Regina has a Series 6, 63, and 65 license. Regina also holds the SIE designation. Regina has a strong background in providing financial planning and investment management services to individuals, families, and businesses. Regina previously worked at Northwestern Mutual Investment Services, LLC and Paychex Securities Corporation. Regina is committed 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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TN
04/05/2023 - Present
Captrust (Brentwood TN)
TN
07/30/2018 - 03/16/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NASHVILLE TN)
TN
06/27/2016 - 06/28/2018
PAYCHEX SECURITIES CORPORATION (NASHVILLE TN)
IA
Issued 08/26/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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