Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lowell? Claim Your ProfileLowell Shepley has been a registered representative for over 35 years. Lowell has been associated with Stifel, Nicolaus & Company, Inc. since August 2009. Prior to that, Lowell was with UBS Financial Services Inc. Lowell has experience in both the securities and investment advisory industries and offers a wide range of services to individuals and businesses.
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.
1
2
GA
08/14/2009 - Present
Stifel, Nicolaus & Company, Inc. (MACON GA)
GA
08/14/2000 - 08/14/2009
UBS FINANCIAL SERVICES INC. (MACON GA)
NY
04/02/1990 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NA
10/22/1986 - 04/12/1990
ESSEX COMPANY
IA
Issued 12/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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