Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Lowell is a financial advisor with over 30 years of experience in the industry. Marc is currently registered with A.g.p. / Alliance Global Partners and holds Series 6, 7, and 63 securities licenses. Marc has previously been registered with several other firms, including LPL Financial LLC and Invest Financial Corporation. Marc is also a Chartered Financial Consultant.
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.
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.
Sub-adviser of pooled investment vehicle charges a performance f
1
2
FL
09/06/2024 - Present
A.g.p. / Alliance Global Partners (BOCA RATON FL)
FL
02/14/2018 - 11/12/2021
LPL FINANCIAL LLC (FT LAUDERDALE FL)
FL
02/24/2012 - 02/14/2018
INVEST FINANCIAL CORPORATION (FT LAUDERDALE FL)
FL
06/06/2011 - 01/18/2012
FMSBONDS, INC. (NORTH MIAMI BEACH FL)
FL
10/15/2010 - 07/26/2011
MIDDLEBURY SECURITIES LLC (BOCA ROUTON FL)
FL
03/03/2010 - 07/23/2010
SAXUM FINANCIAL GROUP (TAMPA FL)
FL
10/18/2002 - 02/17/2010
SUMMITALLIANCE SECURITIES, L.L.C. (WESTON FL)
NE
05/15/2002 - 10/24/2002
AMERITAS INVESTMENT CORP. (LINCOLN NE)
TX
06/30/1999 - 06/04/2002
NFP SECURITIES, INC. (AUSTIN TX)
NE
01/23/1994 - 06/30/1999
SECURITIES AMERICA, INC. (LAVISTA NE)
DE
07/16/1992 - 12/31/1993
PML SECURITIES COMPANY (NEWARK DE)
NY
08/20/1990 - 06/03/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
08/20/1990 - 06/03/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 01/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Marc Lowell is the right advisor for you? Invested Better is here to help.
