Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reuben? Claim Your ProfileReuben Lewis is a financial advisor with over 20 years of experience in the industry. Reuben currently works for Cambridge Investment Research Advisors, Inc. and is registered in 15 states. Reuben has a wide range of experience in the financial services industry, having worked with a variety of firms, including NYLIFE Securities LLC, MetLife Securities, MML Investors Services, LLC, INVESTACORP, INC., and QUEST CAPITAL STRATEGIES, INC. Reuben specializes in working with high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
GA
11/14/2019 - Present
Cambridge Investment Research Advisors, Inc. (Atlanta GA)
GA
12/11/2017 - 06/04/2018
INVESTACORP, INC. (MARIETTA GA)
CA
10/25/2017 - 12/13/2017
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
GA
03/25/2017 - 10/05/2017
MML INVESTORS SERVICES, LLC (ATLANTA GA)
GA
12/19/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
01/10/2013 - 01/07/2015
NYLIFE SECURITIES LLC (DECATUR GA)
GA
05/28/2003 - 11/18/2011
NATIONWIDE SECURITIES, LLC (DECATUR GA)
OH
07/25/2000 - 05/02/2003
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
GA
06/20/2000 - 07/20/2000
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 03/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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