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 is a financial professional with over 10 years of experience in the industry. Stephen is currently registered with Cetera Investment Advisers LLC, and has been with the firm since 2020. Prior to that, Stephen was with NEXT FINANCIAL GROUP, INC. in Albuquerque, New Mexico. Stephen provides financial services to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Stephen offers a range of services, including financial planning, portfolio management, and selection of other advisors. Stephen is committed to providing personalized service and helping clients 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.
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2
MN
03/21/2024 - Present
Cetera Investment Advisers LLC (ROSEVILLE MN)
NM
12/19/2013 - 12/09/2020
NEXT FINANCIAL GROUP, INC. (Albuquerque NM)
BOTH
Issued 06/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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