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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seth? Claim Your ProfileSeth Michael Lewis is a financial professional with over 24 years of experience in the financial services industry. Seth has a wide range of experience, having worked for firms including Nationwide Investment Services Corporation, Adviser Dealer Services, Inc., and Missionsquare Retirement. Seth currently holds a Series 6, Series 63, Series 65 and SIE license and is registered to offer securities and investment advisory services in Ohio. Seth is also a Chartered Financial Consultant (ChFC). Seth specializes in working with high net worth individuals and individuals other than high net worth. Seth has a broad range of specializations including retirement, investment, and estate planning.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
09/25/2020 - Present
Missionsquare Retirement (Powell OH)
OH
11/13/2006 - 08/14/2020
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
09/16/2002 - 10/30/2006
ADVISER DEALER SERVICES, INC. (DUBLIN OH)
OH
12/20/2000 - 07/03/2001
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
08/17/1998 - 12/31/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
ME
10/31/1995 - 07/06/1998
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
NY
07/25/1994 - 12/12/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 04/08/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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