Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Michael Lowe is a financial advisor with Captrust. Daniel has been in the financial services industry since 2003. Daniel has a Series 7, Series 66, and SIE. Daniel has experience working with high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Daniel is registered in North Carolina.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
04/15/2015 - Present
Captrust (RALEIGH NC)
NC
07/06/2007 - 04/24/2013
PRINCOR FINANCIAL SERVICES CORPORATION (RALEIGH NC)
FL
11/03/2006 - 05/02/2007
AIG FINANCIAL ADVISORS, INC. (JACKSONVILLE FL)
FL
04/14/2004 - 10/23/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (JACKSONVILLE FL)
IN
04/14/2004 - 04/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
07/25/2003 - 04/19/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/25/2003 - 04/19/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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