Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Georgie? Claim Your ProfileGeorgie Lowe is a financial advisor with Virtus Investment Advisers, Inc. Georgie has been working in the financial services industry since 1986. Georgie is registered with the state of Connecticut as an Investment Advisor Representative. Georgie is also a registered representative with FINRA. Georgie has experience providing investment advice to investment companies.
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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
An employee of an affiliate is contracted w/ cnbc media as host or guest providing market commentary.
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.
A percentage of the total value of assets under management is charged.
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CT
10/07/2011 - Present
Virtus Investment Advisers, Inc. (HARTFORD CT)
NC
01/04/2010 - 02/09/2011
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
NC
01/10/2007 - 01/04/2010
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
CA
12/01/2005 - 01/05/2007
LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)
NY
11/26/2004 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CT
10/11/1994 - 11/02/2004
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
TX
04/08/1992 - 05/27/1994
TRANSAMERICA FUND DISTRIBUTORS, INC. (HOUSTON TX)
MD
05/29/1991 - 03/16/1992
FAIRFIELD GROUP, INC. (BALTIMORE MD)
IL
04/11/1990 - 02/19/1991
JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)
MA
05/21/1986 - 02/26/1990
PUTNAM FINANCIAL SERVICES, INC. (BOSTON MA)
IA
Issued 12/21/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1991
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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