Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kieran? Claim Your ProfileKieran James Lowry is a financial advisor with Captrust, a firm that has over $852 billion in assets under management. Kieran has been in the industry for over 8 years and holds the Series 63, 7, 9, 10 and SIE licenses. Kieran's prior experience includes working as a financial advisor with Fidelity Brokerage Services LLC and Wells Fargo Clearing Services, LLC. Kieran specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
12/08/2022 - Present
Captrust (Ashburnham MA)
MA
10/28/2015 - 09/21/2022
WELLS FARGO CLEARING SERVICES, LLC (WALTHAM MA)
NC
03/20/2014 - 10/29/2015
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
BC
Issued 04/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/26/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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