Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judy? Claim Your ProfileJudy Rubin Lowe is a financial advisor with Steward Partners Investment Advisory, LLC. Judy has been in the financial industry since 1988 and is a Certified Financial Planner. Judy has a wide range of experience, having worked with various firms including Royal Alliance Associates, Inc. and Raymond James Financial Services, Inc. Judy is registered with FINRA and the state of Missouri as a Registered Investment Advisor. She is also registered with the state of Texas as a Registered Investment Advisor. Judy specializes in providing financial advice to individuals, high-net-worth individuals, and corporations. She also provides financial planning, pension consulting, and portfolio management services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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2
MO
06/09/2020 - Present
Steward Partners Investment Advisory, LLC (St. Louis MO)
DC
06/09/2020 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (WASHINGTON DC)
MO
04/15/2011 - 06/15/2020
ROYAL ALLIANCE ASSOCIATES, INC. (ST. LOUIS MO)
MO
06/01/2009 - 04/21/2011
MORGAN STANLEY SMITH BARNEY (CLAYTON MO)
MO
12/21/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CLAYTON MO)
NY
02/28/1991 - 07/14/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
01/16/1991 - 02/26/1991
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
10/14/1988 - 01/24/1989
INTERSTATE/JOHNSON LANE CORPORATION
NA
01/18/1984 - 10/14/1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
NA
09/25/1980 - 12/16/1983
ROBINSON-HUMPHREY/AMERICAN EXPRESS INC.
IA
Issued 1/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/24/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/7/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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