Jeffrey Charles Lewis

Current Employers

Employment History

• 01/2014 → 02/2019
  North Ridge Securities Corp.
  Melville, NY
• 02/2019 → Present
  Cetera Wealth Services, Llc
  Melville, NY
• 05/1995 → Present
  Planning Financial Futures, Inc
  Melville, NY
• 05/2023 → Present
  Cfp4Hire.COm
  Melville, NY
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-10-19 → 2019-02-04
  North Ridge Securities Corp.
  Melville, NY
• 2013-02-11 → 2014-01-23
  Edelman Financial Services, Llc
  Garden City, NY
  Fairfax, VA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/2019 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE 2. NAME OF OTHER BUSINESS: NORTH RIDGE WEALTH PLANNING LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 2/2019 POSITION/TITLE/RELATIONSHIP: ADVISOR - FINANCIAL SERVICES APX NUMBER OF HOURS PER WEEK: 20-30 APX NUMBER OF HOURS DURING TRADING HOURS: 20-30 BRIEF DESCRIPTION OF DUTIES: ADVISOR - FINANCIAL SERVICES 3. NAME OF OTHER BUSINESS: PLANNING FINANCIAL FUTURES, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/1995 POSITION/TITLE/RELATIONSHIP: OWNER / PRESIDENT APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: DBA NAME FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: CFP4HIRE.COM , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: EDUCATIONAL SEMINARS, START DATE: 05/2023, POSITION/TITLE/RELATIONSHIP: OWNER/CEO, DIRECTOR, APX NUMBER OF HOURS PER WEEK: 1, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: WEBSITE FOR ON DEMAND WEBINARS RELATING TO MAJOR LIFE CHANGES, AND PROSPECT FOR FINANCIAL PLANNING;

Exams

• S66 Uniform Combined State Law Examination
  2013-02-08
• S63 Uniform Securities Agent State Law Examination
  1991-07-02

Designations