Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Lewis has been in the financial industry since December 2000. Stephen is a Registered Representative of Equity Services, Inc. and is licensed in Connecticut, Florida, Maryland, and Pennsylvania. Stephen offers financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. Stephen also offers pension consulting services. Stephen is associated with Maffe Financial Group, a firm in Tyrone, PA, providing insurance services as an agent. Stephen is also the owner and president of Stephen S Lewis, LLC, providing retirement plan consulting services. Stephen is also the owner of a rental property in Tyrone, PA. Stephen is also licensed as an investment advisor representative. Stephen is registered as an Investment Advisor Representative with Equity Services, Inc. in Pennsylvania.
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.
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.
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2
CT
11/18/2002 - Present
Equity Services, Inc. (GLASTONBURY CT)
TX
12/19/2000 - 09/06/2002
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
IA
Issued 03/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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