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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Eugene Lowery is a financial advisor with over 39 years of experience in the financial services industry. He is currently registered as a Registered Representative with Wells Fargo Advisors Financial Network, LLC, and has a current employment with the same firm. Gary holds a number of licenses and registrations including Series 3, 7, 8, 31, 63, and 65. He has served clients in a variety of capacities including financial planning, pension consulting, portfolio management for individuals and businesses, selection of other advisers and investment consulting services to institutional clients. Gary is a member of the FINRA and has held past positions with Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Morgan Stanley DW Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
04/18/2024 - Present
Wells Fargo Advisors Financial Network, LLC (SPRINGFIELD IL)
IL
09/28/2010 - 04/18/2024
WELLS FARGO CLEARING SERVICES, LLC (SPRINGFIELD IL)
IL
06/01/2009 - 10/06/2010
MORGAN STANLEY SMITH BARNEY (SPRINGFIELD IL)
IL
11/04/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SPRINGFIELD IL)
NY
01/19/1999 - 11/03/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
09/24/1984 - 01/20/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2005
Series 3 - National Commodity Futures Examination
BC
Issued 12/10/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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