Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lowry is a financial advisor who is currently registered with Raymond James Financial Services Advisors, Inc. and has been in the industry since 2017. Brian has experience working with a variety of clients, including individuals, corporations, and institutions. Brian is a Certified Financial Planner and holds the Series 66, 7TO, 9, 10, and SIE licenses. Brian's previous employment was with Raymond James & Associates, Inc. and is currently registered in 12 states, including Vermont, California, Connecticut, Florida, Hawaii, Maine, Massachusetts, New Jersey, New York, North Carolina, Oregon and Vermont.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
VT
01/14/2021 - Present
Raymond James Financial Services Advisors, Inc. (BURLINGTON VT)
VT
04/01/2019 - 01/22/2021
RAYMOND JAMES & ASSOCIATES, INC. (Burlington VT)
BOTH
Issued 05/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/15/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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