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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Ray Lewis is a financial advisor with Cetera Investment Advisers LLC and has over 28 years of experience in the financial services industry. Rodney's career began in 1994, and he has held previous positions at USAA Investment Management Company. Rodney has a strong understanding of the financial markets and a commitment to providing personalized financial advice to his clients. Rodney currently holds FINRA Series 7, 24, and 63 licenses. Rodney is a registered representative in Texas and Indiana.
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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2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (DALLAS TX)
TX
07/11/1994 - 02/26/2009
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BOTH
Issued 03/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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