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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lowery is a registered representative and investment advisor representative with Ameriprise Financial Services, LLC. Daniel has been in the financial services industry since September 2022. Daniel holds the Series 66, 7TO, and SIE licenses. Daniel is registered in Alabama and Mississippi for securities and investment advisory services, and Washington for securities services. Daniel's office is located at 4332 Boulevard Park S, Mobile, AL 36609. Daniel also has an office at 3817 Gulf Shores Pkwy Ste 2, Gulf Shores, AL 36542. Daniel specializes in providing financial planning, portfolio management, and asset allocation services to individuals, high-net-worth individuals, businesses, trusts/estates, insurance companies, charitable organizations, and pension and profit sharing plans. Daniel's previous employers include Lowes Home Improvement and Aaron's Sales and Lease.
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.
Asset allocation services
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.
1
2
AL
06/01/2023 - Present
Ameriprise Financial Services, LLC (Mobile AL)
BOTH
Issued 05/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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