Unclaimed
Lowell Morrison is a financial professional with over 2 years of experience in the securities industry. Lowell is currently registered with Preferred Capital Securities, LLC. Previously, Lowell worked for Gladstone Securities, LLC in McLean, Virginia. Lowell holds FINRA Series 7, 63, and 65 licenses. Lowell is registered to provide securities related services in 19 states, including Georgia, Alabama, Florida, Illinois, and Indiana.
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.
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.
1
2
GA
01/11/2024 - Present
Preferred Capital Securities, LLC (ATLANTA GA)
VA
06/03/2022 - 03/16/2023
GLADSTONE SECURITIES, LLC (MCLEAN VA)
GA
12/01/2020 - 11/01/2021
PREFERRED CAPITAL SECURITIES, LLC (ATLANTA GA)
IA
Issued 12/21/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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