Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Loewy is a registered investment advisor representative with Avocet Capital Management LLC in Northbrook, Illinois. Alan has been in the industry since 2006. Alan has passed the Series 3, 7, 65, and 66 exams. Alan has experience working for J.P. Morgan Securities LLC and Goldman, Sachs & Co.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consolidated balance sheet reporting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
IL
03/23/2011 - Present
Avocet Capital Management LLC (NORTHBROOK IL)
IL
01/09/2009 - 03/11/2011
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
NY
10/24/2006 - 12/24/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 03/04/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/13/2006
Series 3 - National Commodity Futures Examination
Active
Inactive
Not sure Alan Loewy is the right advisor for you? Invested Better is here to help.
