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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irwin? Claim Your ProfileIrwin Noah Lowi has been a financial advisor for over 27 years. Irwin is currently registered with LPL Financial LLC as an Investment Advisor Representative in California and Texas. Prior to joining LPL Financial LLC, Irwin was a registered representative with SAGEPOINT FINANCIAL, INC. and AMERICAN GENERAL SECURITIES INCORPORATED. Irwin holds the Series 6, 7, 24, 26, 52, 53, 63, and 65 licenses. Irwin is a Chartered Financial Consultant and is registered to provide financial advice in 45 states. Irwin also has over 30 years of experience as a real estate investor, with a focus on rental properties.
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.
Consulting and other non-discretionary advisory services
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
CA
12/13/2019 - Present
LPL Financial LLC (LOS ANGELES CA)
CA
10/31/2008 - 12/20/2019
SAGEPOINT FINANCIAL, INC. (LOS ANGELES CA)
CA
10/01/1997 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (LOS ANGELES CA)
NY
06/22/1993 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
IA
Issued 05/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/17/1997
Series 24 - General Securities Principal Examination
BC
Issued 07/19/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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