Unclaimed
Cynthia Wharton Lowry has been in the financial services industry since December 1989. She is currently registered with Avantax Investment Services, Inc. and has previously been registered with Securities America, Inc., Investors Security Company, Inc., and First American National Securities, Inc. Cynthia Wharton Lowry is licensed to sell securities in Delaware, Florida, Kentucky, North Carolina, Virginia, and West Virginia.
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
VA
06/06/2018 - Present
Avantax Investment Services, Inc. (Richmond VA)
VA
12/07/2012 - 04/12/2018
SECURITIES AMERICA, INC. (RICHMOND VA)
VA
01/01/1998 - 12/07/2012
INVESTORS SECURITY COMPANY, INC. (RICHMOND VA)
VA
12/09/1991 - 11/24/1997
INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)
GA
04/20/1989 - 07/18/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 03/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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