Unclaimed
Matthew Lowell is a Registered Investment Advisor. Matthew is currently registered with Stadion Money Management, LLC in Watkinsville, GA and Rochester Hills, MI. Matthew has been in the industry for over 9 years. Prior to joining Stadion Money Management, LLC, Matthew was a Registered Representative for Hantz Financial Services, Inc. in Southfield, MI from July 2020 to March 2023. Matthew also has experience with ADP Broker-Dealer, Inc., and Jackson National Life Distributors LLC. Matthew holds a Series 6, 7, and 63 license in addition to the Uniform Investment Adviser Law Examination (Series 65). Matthew's specializations include financial planning, portfolio management, and investment advisory services.
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.
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.
Minimum account fees in conjunction with asset-based fees
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GA
01/31/2024 - Present
Stadion Money Management, LLC (WATKINSVILLE GA)
MI
07/30/2020 - 03/17/2023
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
NJ
09/27/2017 - 07/07/2020
ADP BROKER-DEALER, INC. (ROSELAND NJ)
TN
04/03/2014 - 09/21/2017
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
IA
Issued 01/04/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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