Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Khanh? Claim Your ProfileKhanh Tran Lowery is a registered representative and investment advisor representative with Cetera Investment Advisers LLC, with over 25 years of experience in the financial services industry. Khanh has a strong track record of helping clients reach their financial goals. Khanh has experience in providing financial planning services, portfolio management for individuals and businesses, and pension consulting services. Khanh also holds Series 6, 26, and 63 licenses as well as the SIE exam. Before Cetera, Khanh worked at Hochman & Baker Securities, Inc. and Rogan & Associates, Inc. in various financial roles.
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.
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2
FL
07/08/2004 - Present
Cetera Investment Advisers LLC (SAFETY HARBOR FL)
CT
08/27/2003 - 06/30/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
FL
09/29/1997 - 08/04/2003
ROGAN & ASSOCIATES, INC. (SAFETY HARBOR FL)
BC
Issued 11/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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