Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Francis Lewis is a financial advisor with Valic Financial Advisors, Inc., with 24 years of experience in the financial services industry. Robert is registered with both the Securities and Exchange Commission (SEC) and the state of Georgia. Robert has a Series 6, Series 26, and Series 63 license and holds a Chartered Financial Consultant designation. In addition to his current role at Valic, Robert has held previous positions with AIG Capital Services, Inc., Pruco Securities, LLC., Hartford Equity Sales Company Inc., Nationwide Investment Services Corporation, Guardian Investor Services LLC, Cadaret, Grant & Co., Inc., Paine Webber Incorporated, Pruco Securities Corporation and The Prudential Insurance Company of America. Robert's practice specializes in providing financial planning and investment management services to individuals, businesses, and high-net-worth clients.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
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GA
06/02/2020 - Present
Valic Financial Advisors, Inc. (ATLANTA GA)
TN
12/18/2018 - 03/11/2020
AIG CAPITAL SERVICES, INC. (BRENTWOOD TN)
NJ
08/06/2010 - 05/31/2018
PRUCO SECURITIES, LLC. (NEWARK NJ)
CT
01/08/2010 - 03/15/2010
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
OH
06/10/2002 - 07/07/2008
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NY
04/08/2002 - 06/04/2002
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
NY
02/18/1999 - 02/07/2001
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NJ
09/10/1996 - 09/02/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
08/02/1991 - 03/18/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/02/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NJ
06/09/1989 - 08/12/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/09/1989 - 08/12/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 05/29/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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