Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lowell? Claim Your ProfileLowell Matthew Harris is a financial advisor registered with LPL Financial LLC. Lowell is a registered representative and investment advisor representative with over 10 years of experience in the financial services industry. Lowell's prior experience includes working with CUNA Brokerage Services, Inc., Pruco Securities, LLC., Mutual of Omaha Investor Services, Inc. and Bankers Life Securities, Inc. Lowell specializes in retirement planning, investment planning, insurance and college savings planning. Lowell is dedicated to helping clients reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
KY
02/07/2025 - Present
LPL Financial LLC (LOUISVILLE KY)
KY
01/20/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Louisville KY)
KY
12/12/2019 - 01/08/2021
PRUCO SECURITIES, LLC. (LOUISVILLE KY)
KY
09/12/2018 - 02/07/2019
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (LEXINGTON KY)
KY
07/24/2017 - 09/10/2018
BANKERS LIFE SECURITIES, INC. (LEXINGTON KY)
IA
Issued 09/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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