Annamarie Lewis

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → Present
  Prudential Insurance Company Of America
  White Plains, NY
• 01/2011 → 11/2024
  Pruco Securities, Llc.
  White Plains, NY
• 11/2024 → Present
  Lpl Enterprise, Llc
  White Plains, NY

Previous Registrations

• 2021-06-07 → 2024-11-14
  Pruco Securities, Llc.
  White Plains, NY
  White Plains, NY
  Red Hook, NY

Other Businesses

1) 08/22/2024- Annamarie Lewis- Non-Variable Insurance Commission Trails- Interact with Health Insurance providers for business clients who have group health insurance- INV Related- At White Plains, NY- Start date 02/12/2022- 0 HRS MTH- 0 HRS During trading 2) 08/16/2024- Landmark Worldwide- Teacher Paid by School or University- Present personal training and development content to participants on zoom link- Not INV Related- At White Plains, NY- Start date 08/30/2018- 4 HRS MTH- 0 HRS During trading 3) 08/16/2024- Columbia County Board of Elections- Politics/ Government- As a poll inspector, I assist people who vote on election days including primary days.- Not INV Related- At White Plains, NY- Start date 10/18/2018- 3 HRS MTH- 1 HRS During trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-03-11