Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Edward Lewis is an investment advisor representative. Shaun has been in the financial services industry since 2008. Shaun is registered with Edward Jones and has also worked with USAA Investment Management Company, USAA Financial Advisors, Inc., Next Financial Group, Inc., and Intersecurities, Inc. Shaun has passed the Series 6, 7, 63, 66, SIE and Series 99TO exams.
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.
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.
See schedule d - miscellaneous
1
2
MO
04/26/2023 - Present
Edward Jones (ST LOUIS MO)
TX
06/30/2017 - 12/26/2018
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
05/08/2013 - 06/15/2015
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
06/23/2009 - 05/13/2013
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
03/03/2009 - 06/15/2009
NEXT FINANCIAL GROUP, INC. (SAN ANTONIO TX)
TX
05/30/2008 - 03/04/2009
INTERSECURITIES, INC. (SAN ANTONIO TX)
BOTH
Issued 08/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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