Renee LewisCRD Number: 5631241
Current Firm: Sagepoint Financial, Inc.
Renee Lewis (CRD# 5631241) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Fort Lauderdale, FL and has over 8 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Sagepoint Financial, Inc.||Oakland Park, FL||Nov 2016 - Current||1|
|Metlife Securities Inc.||Fort Lauderdale, FL||Jan 2009 - Nov 2016||7|
|Bentley's Auto Service,inc.||Coral Springs, FL||Oct 1991 - Dec 2008||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2009|
|S65||NASAA Investment Advisors Law Examination||Sep 2009|
Total Assets Under Management5,165MILLIONS
Total Number of Accounts25,703ACCOUNTS
Average Account Value$200,939
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY