Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Corey Lewis is a financial advisor who has been in the industry since 2012. He currently holds a Series 7 and Series 63 license and works as a registered representative for Cambridge Investment Research, Inc. Richard has been registered with Cambridge Investment Research, Inc. since April 2016. He previously worked at TRANSAMERICA FINANCIAL ADVISORS, INC. from 2012 to 2016. Richard is registered in North Carolina, Texas and Virginia.
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.
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NC
04/15/2016 - Present
Cambridge Investment Research, Inc. (Morehead City NC)
NC
09/05/2012 - 05/07/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (MOREHEAD CITY NC)
BC
Issued 09/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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