Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lowell? Claim Your ProfileLowell Whisler is a financial advisor with over 30 years of experience in the industry. Lowell currently works with Packerland Brokerage Services, Inc. and provides a variety of financial services to individuals and businesses. Some of Lowell's specializations include retirement planning, investment management, and insurance. Lowell is a Chartered Financial Consultant and has passed a number of industry exams, including the Series 6, Series 22, and Series 63. Lowell is also a Registered Representative in Iowa.
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.
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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IA
12/21/2020 - Present
Packerland Brokerage Services, Inc. (ALTOONA IA)
IA
11/02/2018 - 12/23/2020
ROYAL ALLIANCE ASSOCIATES, INC. (ALTOONA IA)
IA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (ALTOONA IA)
IA
12/01/1998 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ALTOONA IA)
CT
02/16/1994 - 12/01/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
OH
05/03/1990 - 01/25/1994
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
CT
10/09/1986 - 12/31/1989
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
BC
Issued 12/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/07/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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