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Award Winning Registered Investment
Adviser
About Us
Jennifer C. Lewis is a trusted investment advisor and licensed broker dedicated to guiding individuals, families, and businesses toward long-term financial success. About UsContact Info
- 11421 CHESTER ROAD CINCINNATI, OH 45246
- +13152045019
- info@jenncar.com
Equity-Backed Finance
Equity-backed finance offers a powerful way to access capital by leveraging the value of your existing assets, primarily equity holdings. At Transamerica Financial Advisors, LLC, Jennifer C. Lewis, with 23 years of experience as a FINRA-regulated Investment Adviser and Broker, provides expert guidance in navigating equity-backed finance solutions to help you achieve your financial objectives.
01
Access Capital Without Liquidating Your Investments
Equity-backed finance, also known as securities-based lending (SBL) or margin lending (though often used for different purposes, we focus on strategic borrowing), allows you to borrow funds using the value of your eligible stocks, bonds, and other securities as collateral.
02
How Equity-Backed Finance Can Benefit You
Jennifer C. Lewis, drawing upon her 23 years of experience and understanding of diverse financial instruments gained across 4 firms, can help you determine if equity-backed finance aligns with your overall financial goals.
03
Navigating Equity-Backed Finance Responsibly
As your trusted financial advisor, Jennifer C. Lewis is committed to providing comprehensive guidance on managing these risks. 04
Explore the Possibilities of Equity-Backed Finance
Discover how equity-backed finance can provide you with strategic access to capital.
