Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Weaver Lewis is an investment advisor with Elevation, LLC. William has over 30 years of experience in the financial services industry. William is a Series 7, 24, 55, 57TO, 99TO, and SIE licensed professional. William has been registered with the state of New Jersey since June 2021.
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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2
NJ
06/03/2021 - Present
Elevation, LLC (Englewood Cliffs NJ)
NY
09/18/2019 - 06/04/2021
STONEX FINANCIAL INC. (NEW YORK NY)
NY
01/19/2010 - 06/19/2019
BTIG, LLC (New York NY)
NY
01/04/2010 - 01/04/2010
BTIG, LLC (NEW YORK NY)
NY
09/09/2002 - 06/17/2009
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
02/24/1989 - 09/09/2002
SPEAR, LEEDS & KELLOGG, L.P. (NEW YORK NY)
BC
Issued 04/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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