Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lewis is a financial advisor registered with Steward Partners Investment Advisory, LLC. William has been in the financial services industry since 1998 and holds a Series 7, Series 63, and SIE licenses. William is a Certified Financial Planner, with a focus on providing financial consulting, financial planning, and portfolio management for individuals. William also has experience in providing pension consulting and selecting other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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NY
11/15/2024 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
MN
10/21/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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