Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Lowry is a financial advisor with Cetera Investment Advisers LLC. Jacob has been in the financial services industry since 2017 and has a Series 65, Series 63, Series 7TO, and SIE license. Jacob has previously worked at First Allied Securities, Inc. and Fisher Investments. Jacob specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jacob provides a range of financial services, including financial planning, portfolio management, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (EL SEGUNDO CA)
CA
12/23/2019 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 12/20/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2019
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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