Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Lowder is a financial advisor with Raymond James Financial Services Advisors, Inc. in Jacksonville, Florida. Gregory has been in the industry since March 1993 and has held previous positions with Ameriprise Financial Services, LLC, JHS Capital Advisors, LLC, UVEST Financial Services Group, Inc., Banc of America Investment Services, Inc., UBS Financial Services Inc., First Union Brokerage Services, Inc., and Prudential Securities Incorporated. Gregory is licensed to provide financial advice in multiple states including Florida, Texas, and California.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
01/29/2021 - Present
Raymond James Financial Services Advisors, Inc. (Jacksonville FL)
FL
08/14/2015 - 02/02/2021
AMERIPRISE FINANCIAL SERVICES, LLC (JACKSONVILLE FL)
FL
09/02/2010 - 08/14/2015
JHS CAPITAL ADVISORS, LLC (JACKSONVILLE FL)
FL
03/10/2008 - 09/03/2010
UVEST FINANCIAL SERVICES GROUP, INC. (JACKSONVILLE FL)
FL
04/08/2004 - 03/11/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (JACKSONVILLE FL)
NJ
06/16/2000 - 04/22/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NC
02/08/1995 - 06/21/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
03/24/1993 - 02/21/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/02/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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