Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Lynn Lewis is a financial advisor in Overland Park, KS. She has been working in the financial services industry since 1986. Terri Lynn Lewis is currently registered with Prime Capital Financial and holds Series 6, 7, and 63 licenses. In the past, she has also worked for Private Client Services, LLC, Cambridge Investment Research, Inc., The O.N. Equity Sales Company, PNMR Securities, Inc., and CNA Investor Services, Inc. Terri Lynn Lewis specializes in retirement planning, investment management, and financial planning.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
08/16/2017 - Present
Prime Capital Financial (OVERLAND PARK KS)
KS
04/25/2018 - 11/01/2021
PRIVATE CLIENT SERVICES, LLC (Overland Park KS)
KS
07/16/2010 - 04/27/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
KS
08/17/1995 - 07/16/2010
THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)
MA
11/05/1992 - 08/16/1995
PNMR SECURITIES, INC. (BOSTON MA)
NY
02/20/1992 - 10/14/1992
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
NY
10/13/1986 - 12/31/1991
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
BC
Issued 10/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Terri Lewis is the right advisor for you? Invested Better is here to help.
