Unclaimed
Brett Lowrey is a financial professional with over 20 years of experience in the industry. Brett is currently registered with Houlihan Lokey Capital, Inc., where Brett has been employed since 2000. Brett is Series 7, 63 and SIE licensed. Brett has also previously held a position with Nesbitt Burns Securities Inc. Brett is located in Dallas, TX.
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.
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.
1
2
TX
08/15/2000 - Present
Houlihan Lokey Capital, Inc. (Dallas TX)
IL
01/19/1999 - 12/23/1999
NESBITT BURNS SECURITIES INC. (CHICAGO IL)
BC
Issued 01/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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