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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 at Commonwealth Financial Network with over 29 years of experience in the financial services industry. William has a broad range of experience providing investment advisory services to individuals, businesses, and high-net-worth clients. William has a strong commitment to providing personalized financial advice and working closely with clients to help them achieve their financial goals. William is licensed to provide investment advice in 18 states and holds multiple professional designations including the Certified Financial Planner designation. Commonwealth Financial Network is a leading independent Registered Investment Advisor with a wide range of financial products and services available to their clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
06/15/2010 - Present
Commonwealth Financial Network (MONTROSE PA)
PA
03/17/1994 - 12/04/2009
AXA ADVISORS, LLC (MONTROSE PA)
NY
03/17/1994 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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