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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Lewis is a financial advisor with over 30 years of experience in the industry. Stephen is currently registered with Cambridge Investment Research Advisors, Inc. and is based out of Greenville, PA. Stephen has a wide range of experience working with individuals, families, and businesses. Stephen's focus is on providing personalized financial advice and investment management services to help clients achieve their financial goals. Stephen has held previous roles at Stiefel, Nicolaus & Company, Incorporated and Butler, Wick & Co., Inc.. Stephen is dedicated to providing his clients with the highest level of service and expertise.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
01/02/2025 - Present
Cambridge Investment Research Advisors, Inc. (Greenville PA)
OH
03/10/2009 - 02/09/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (WARREN OH)
PA
11/23/1984 - 03/10/2009
BUTLER, WICK & CO., INC. (SHARON PA)
BC
Issued 12/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1988
Series 3 - National Commodity Futures Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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