Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Ryan Lewis is an Investment Advisor Representative at Osaic Wealth, Inc., with over 9 years of experience in the financial services industry. Scott holds a Series 7 and Series 66 license and focuses on providing financial planning and asset management services. He has also held positions at Securities America, Inc., Arbor Point Advisors, and Cetera Advisor Networks LLC, demonstrating his dedication to the financial services industry. Scott is committed to providing comprehensive and personalized financial advice to individuals, families, and businesses.
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.
1
2
OH
06/14/2024 - Present
Osaic Wealth, Inc. (MAYFIELD HTS OH)
OH
09/18/2023 - 06/14/2024
SECURITIES AMERICA, INC. (MAYFIELD HTS OH)
OH
01/11/2018 - 07/25/2023
CETERA ADVISOR NETWORKS LLC (CLEVELAND OH)
OH
03/26/2015 - 01/09/2018
ONEAMERICA SECURITIES, INC. (WESTLAKE OH)
OH
08/26/2014 - 02/26/2015
HORNOR, TOWNSEND & KENT, INC. (AKRON OH)
BOTH
Issued 04/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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