Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Brad Lowe is a financial advisor with Ameritas Advisory Services, LLC. James has been a financial advisor since August 2013. James is registered with FINRA, as a General Securities Representative, and has licenses in Alabama, California, Colorado, Mississippi, North Carolina, and Ohio. James is also registered with the state of Alabama as an Investment Advisor Representative. Ameritas Advisory Services, LLC is a financial advisory firm based in Lincoln, Nebraska. The firm offers a variety of services to individuals, businesses, and institutions. Ameritas Advisory Services, LLC is a registered investment advisor with the Securities and Exchange Commission.
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.
Solicitor fees
1
2
AL
03/31/2023 - Present
Ameritas Advisory Services, LLC (Homewood AL)
BOTH
Issued 09/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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