Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Khanh? Claim Your ProfileKhanh Lowery is an investment advisor representative with Cetera Investment Advisers LLC. Khanh has been in the industry since 1997 and holds a Series 6, Series 26, and Series 63 license. Khanh also has experience with a variety of other businesses, including insurance, real estate, and accounting. Khanh provides financial planning services to individuals, businesses, and charitable organizations. Cetera Investment Advisers LLC provides financial planning, investment management, and pension consulting 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.
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 11/4/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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