Unclaimed
Lowell Eileen Albert is an investment advisor representative with J.p. Morgan Securities LLC. Lowell has been in the financial industry since August 26, 2001. Lowell has a wide range of experience in the financial industry, having worked with several firms in the past. Lowell is registered with FINRA and is licensed to conduct business in several states.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MI
07/16/2024 - Present
J.p. Morgan Securities LLC (OKEMOS MI)
MI
08/27/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (OKEMOS MI)
MI
10/01/2007 - 08/08/2008
TRIAD ADVISORS, INC. (LANSING MI)
MI
08/05/2003 - 10/02/2007
MUTUAL SERVICE CORPORATION (LANSING MI)
MI
06/04/2002 - 07/21/2003
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
GA
06/25/2001 - 05/03/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 01/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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