Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gina? Claim Your ProfileGina Lowery is a financial advisor with over 13 years of experience in the financial services industry. Gina is currently registered as a Registered Representative and Investment Advisor Representative with Tiaa-Cref Individual & Institutional Services, LLC. Previously, Gina worked at SunTrust Investment Services, Inc. and Wells Fargo Advisors, LLC. Gina is a licensed Series 6, Series 7, Series 63 and Series 66 advisor. She holds the Securities Industry Essentials (SIE) designation as well. Gina is registered with 51 state securities regulators as well as the North Carolina State Securities Regulator. Gina works with both individual and institutional clients.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
03/29/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Concord NC)
NC
10/10/2011 - 08/22/2013
SUNTRUST INVESTMENT SERVICES, INC. (KANNAPOLIS NC)
NC
10/23/2007 - 07/06/2011
WELLS FARGO ADVISORS, LLC (CONCORD NC)
BOTH
Issued 03/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gina Lowery is the right advisor for you? Invested Better is here to help.
