Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Lowther is an investment advisor representative at Corecap Advisors. Jill has been in the financial services industry since March 2011. She has passed several industry exams including the Series 6, 7, 24, 26, 51, 63, 65, 99, and SIE exams. Jill is registered to provide investment advisory services in Michigan. Before joining Corecap Advisors, Jill worked for PFS Investments Inc. in Duluth, GA. Jill currently provides financial planning, educational seminars, selection of other advisors, and portfolio management services for businesses and individuals.
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.
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.
1
2
MI
01/30/2020 - Present
Corecap Advisors (SOUTHFIELD MI)
GA
07/14/2009 - 06/01/2018
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 05/29/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2022
Series 24 - General Securities Principal Examination
BC
Issued 04/26/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/08/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 11/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jill Lowther is the right advisor for you? Invested Better is here to help.
