Lois J. Lewis
Professional summary
Lois Jean Lewis, who also goes by Lois Jean Mc Kinnie, is a registered financial professional currently at NATIONWIDE PLANNING ASSOCIATES INC. located in Fair Lawn, New Jersey.
Lois is registered as a RR (Registered Representative) and started their career in finance in 1989. Lois has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Lois Jean Lewis's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 1, 2022 - Present
NATIONWIDE PLANNING ASSOCIATES INC.
Office #1: 32-16 Broadway Ave 2nd Floor, Fair Lawn, NJ, 07410January 19, 2022 - February 3, 2022
SECURIAN FINANCIAL SERVICES, INC.
January 18, 2018 - January 20, 2022
NATIONWIDE PLANNING ASSOCIATES INC.
March 25, 2017 - January 19, 2018
MML INVESTORS SERVICES, LLC
July 10, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
February 27, 2014 - July 21, 2015
LPL FINANCIAL LLC
December 16, 2013 - July 21, 2015
LPL FINANCIAL LLC
November 14, 1989 - December 20, 2013
CETERA WEALTH SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
FINRA
Current Firm
NATIONWIDE PLANNING ASSOCIATES INC.
CRD#: 31029 / SEC#: , 8-45310
Contact information
FINRA licenses (48 States and Territories)
Disclosures
| Regulatory Event | 3 |
| Bond | 1 |
Red Flags
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