Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Milton Lewis is a securities professional with over 30 years of experience in the financial services industry. William has held positions at Lazard Freres & Co. LLC and Morgan Stanley & Co., Incorporated. William is currently registered with Apollo Global Securities, LLC. William has passed the Series 7, Series 24 and Series 79TO exams.
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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NY
11/19/2021 - Present
Apollo Global Securities, LLC (NEW YORK NY)
NY
04/21/2004 - 11/23/2021
LAZARD FRERES & CO. LLC (NEW YORK NY)
NY
09/25/1987 - 04/23/2004
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 08/29/1990
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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