Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberta? Claim Your ProfileRoberta Lewis is a financial advisor with Osaic Wealth, Inc. located in Racine, Wisconsin. Roberta has over 20 years of experience in the financial services industry. Roberta is registered with the state of Wisconsin as both a broker-dealer and an investment advisor. Roberta has a wide range of experience in providing financial advice to individuals and families, including retirement planning, college savings, and investment management. Roberta also specializes in providing financial advice to charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
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.
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WI
06/14/2024 - Present
Osaic Wealth, Inc. (RACINE WI)
WI
08/02/2019 - 06/14/2024
SECURITIES AMERICA, INC. (RACINE WI)
WI
02/10/2011 - 08/07/2019
WELLS FARGO CLEARING SERVICES, LLC (RACINE WI)
WI
07/06/2005 - 02/16/2011
CHASE INVESTMENT SERVICES CORP. (KENOSHA WI)
IL
05/23/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
02/24/2004 - 05/12/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
TN
04/25/2000 - 02/24/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
BOTH
Issued 01/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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