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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Todd Lowrie is a financial advisor with Sandhill Investment Management. Jeffrey has been in the financial industry since January of 2017. Jeffrey is licensed to sell securities in Indiana. Jeffrey specializes in portfolio management for businesses, individuals, and pooled investment vehicles.
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.
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.
Client optional additional bonus
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2
IN
07/14/2023 - Present
Sandhill Investment Management (Westfield IN)
IN
01/27/2017 - 04/17/2023
AMERICAN FUNDS DISTRIBUTORS, INC. (CARMEL IN)
IN
10/10/2013 - 05/01/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (INDIANAPOLIS IN)
IA
Issued 10/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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