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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rob? Claim Your ProfileRob Garner Lewis is a financial advisor with Fidelity Personal And Workplace Advisors. Rob has been in the financial services industry since 2012 and is registered with FINRA and in 51 states. Rob is a Certified Financial Planner™ professional and specializes in financial planning, retirement planning, investment management, and estate planning. Rob has experience working with individuals, families, and businesses. Rob previously worked with Ameriprise Financial Services, Inc. from 2012-2016, USAA Financial Advisors Inc., and USAA Investment Services Company.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
09/22/2020 - Present
Fidelity Personal AND Workplace Advisors (COLORADO SPRINGS CO)
CO
06/08/2020 - 08/27/2020
USAA INVESTMENT SERVICES COMPANY (COLORADO SPRINGS CO)
CO
05/09/2017 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
CO
12/06/2012 - 03/09/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Greenwood Village CO)
BOTH
Issued 05/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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