Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Keith Lowery is a financial advisor with Stifel, Nicolaus & Company, Inc. Gregory has been in the financial services industry since 1994. Gregory is registered with the state of Georgia and Texas and has a Series 7, 3, 24, 53 and 63 securities license. Gregory also holds a Series 65 investment advisor license.
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.
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.
1
2
GA
06/19/2020 - Present
Stifel, Nicolaus & Company, Inc. (ATLANTA GA)
GA
12/01/2008 - 07/02/2020
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
09/22/2008 - 12/10/2008
BARCLAYS CAPITAL INC. (ATLANTA GA)
GA
11/13/2002 - 09/22/2008
LEHMAN BROTHERS INC. (ATLANTA GA)
FL
04/23/1996 - 01/19/1999
ADAMS, VINER, & MOSLER, LTD. (BOCA RATON FL)
NA
03/28/1994 - 07/18/1995
BANK SOUTH SECURITIES CORPORATION
AL
05/22/1990 - 03/15/1994
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
IA
Issued 03/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/09/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1998
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gregory Lowery is the right advisor for you? Invested Better is here to help.
