Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lowell? Claim Your ProfileLowell Herskowitz is a financial advisor currently registered with UBS Financial Services Inc. Lowell has been active in the financial industry since 2007. Lowell is also registered with several state securities regulators. In addition to their current employment at UBS Financial Services Inc., Lowell has previous experience at firms such as Equitable Distributors, LLC, John Hancock Funds, LLC, Signator Investors, Inc., NYLIFE Distributors LLC, and AXA Advisors, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
07/29/2021 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NJ
06/28/2017 - 07/09/2021
EQUITABLE DISTRIBUTORS, LLC (JERSEY CITY NJ)
NJ
01/13/2016 - 06/23/2017
JOHN HANCOCK FUNDS, LLC (Parsippany NJ)
NJ
04/14/2015 - 06/17/2016
SIGNATOR INVESTORS, INC. (PARSIPPANY NJ)
NJ
01/06/2015 - 04/15/2015
NYLIFE DISTRIBUTORS LLC (PARSIPPANY NJ)
NJ
06/22/2007 - 08/05/2014
AXA ADVISORS, LLC (SECAUCUS NJ)
BC
Issued 02/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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