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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher William Lowe is a financial advisor with over 20 years of experience in the industry. Currently, Christopher is a Registered Representative for Independent Advisor Alliance, LLC, a firm based in Charlotte, North Carolina. Christopher has been with Independent Advisor Alliance since 2018. Previous to this, Christopher worked with Morgan Stanley in Los Angeles, CA. Christopher has a strong background in both securities and investment advisory services. Christopher has a Series 6, 7, 63, and 65, and the SIE license. Christopher is also a Certified Financial Planner. Christopher specializes in providing financial planning, portfolio management, and other advisory services to individuals, high-net-worth individuals, corporations, and other businesses. Christopher is dedicated to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
04/05/2023 - Present
Independent Advisor Alliance, LLC (San Diego CA)
CA
06/01/2009 - 09/26/2013
MORGAN STANLEY (LOS ANGELES CA)
CA
04/12/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
NY
08/01/2002 - 01/19/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
07/26/2000 - 10/11/2000
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
IA
Issued 11/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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