Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jefferson Lewis is a financial advisor with over 29 years of experience in the industry. He is currently registered with Pimco Investments LLC. Robert has a broad range of experience, having previously worked with Allianz Global Investors Distributors LLC, Nicholas-Applegate Securities (A California Limited Partnership), Dean Witter Reynolds Inc. and Alex. Brown & Sons Incorporated. He holds FINRA Series 7, 31, and 63 licenses, and the SIE exam. Robert is also a registered Investment Advisor in several states.
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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2
CA
02/14/2011 - Present
Pimco Investments LLC (NEWPORT BEACH CA)
NY
01/14/2002 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
CA
11/18/1996 - 01/28/2002
NICHOLAS-APPLEGATE SECURITIES (A CALIFORNIA LIMITED PARTNERSHIP) (SAN DIEGO CA)
NY
07/25/1994 - 11/13/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
09/17/1993 - 07/11/1994
ALEX. BROWN & SONS INCORPORATED
IA
Issued 10/04/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 09/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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