Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Gerard Lewis is a financial advisor with over 25 years of experience in the financial services industry. Richard is currently registered with Lincoln Investment and Capital Analysts. Richard has experience advising clients on their investments, insurance, and benefits needs. Richard is licensed to conduct business in several states including New Jersey, Florida, New York, Pennsylvania, and Arizona. Richard is also the owner of Kim Financial Group which provides financial advice and insurance sales services.
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.
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.
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NJ
06/01/2012 - Present
Lincoln Investment (WARREN NJ)
NJ
07/02/2008 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (WARREN NJ)
NJ
02/06/2008 - 06/25/2008
JEFFERSON PILOT SECURITIES CORPORATION (SKILLMAN NJ)
NJ
08/19/2004 - 02/11/2008
CAPITAL ANALYSTS, INCORPORATED (WARREN NJ)
CT
02/26/2002 - 06/30/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
NY
02/15/2001 - 02/07/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
12/21/1995 - 03/06/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 08/18/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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