Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lewis has been a registered representative for over 15 years. Currently, Steven is a registered representative with Fidelity Brokerage Services LLC. Steven has experience in the financial services industry since April 2009. Steven has passed the Series 6, 7, 26, and 63 exams. Steven has held past registrations with Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc.
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.
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.
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KY
05/08/2019 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
07/09/2008 - 02/14/2017
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
06/07/2006 - 11/27/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BC
Issued 07/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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