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 an experienced financial advisor with over 30 years in the industry. Judy is currently registered with Steward Partners Investment Advisory, LLC and has previously worked with several well-known firms including Raymond James Financial Services, Inc., Royal Alliance Associates, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Lehman Brothers Inc., and Smith Barney, Harris Upham & Co., Incorporated. Judy is a Certified Financial Planner and holds a Series 7, Series 24, Series 31, and Series 63 licenses. Judy is also a registered investment advisor in Missouri and Texas. Judy specializes in providing financial consulting, financial planning, and portfolio management services to individuals, families, and businesses.
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 01/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2003
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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