Unclaimed
Shelby Alexis Lewis is a financial advisor at Cetera Investment Advisers LLC, a firm that manages over $104 billion in assets. Shelby has been in the financial services industry since 2015 and holds Series 7 and 66 licenses. Shelby has been working with First Allied Securities, Inc. since 2013 and has experience in both individual and business portfolio management. Shelby also holds a real estate license and works part-time as a real estate agent. Shelby is committed to providing clients with financial advice and guidance to help them achieve their financial goals.
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
CA
02/08/2023 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
12/20/2018 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
04/13/2015 - 08/16/2018
FIRST ALLIED SECURITIES, INC. (PORTERVILLE CA)
BOTH
Issued 7/2/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/1/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Shelby Lewis is the right advisor for you? Invested Better is here to help.