Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fredric? Claim Your ProfileFredric Lowe is a financial advisor in Winter Garden, FL with over 35 years of experience in the securities industry. Fredric is a registered representative of Stonex Advisors Inc., a firm he has been associated with since December 2019. Fredric is a highly experienced advisor with expertise in financial planning, portfolio management, and pension consulting. Fredric has previously held positions at Quest Capital Strategies, Inc., Continental Capital Investment Services, Inc., SunAmerica Securities, Inc., Securities America, Inc., Geneva Securities, Inc., Integrated Resources Equity Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and North American Management, Inc.
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.
Financial consulting 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
FL
11/26/2023 - Present
Stonex Advisors Inc. (WINTER GARDEN FL)
CA
03/05/2002 - 12/06/2019
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
OH
12/22/1999 - 03/04/2002
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)
AZ
08/22/1997 - 12/21/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NE
04/27/1990 - 08/19/1997
SECURITIES AMERICA, INC. (LAVISTA NE)
IL
09/06/1988 - 12/31/1989
GENEVA SECURITIES,INC. (SCHAUMBURG IL)
NA
04/19/1988 - 09/23/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/11/1987 - 04/07/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
05/08/1986 - 08/24/1987
NORTH AMERICAN MANAGEMENT, INC.
IA
Issued 05/03/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/19/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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