Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lowell is a financial advisor with Northwestern Mutual Investment Services, LLC in Skokie, IL. Matthew has over 25 years of experience in the financial services industry and has held various roles at different firms. Matthew is registered with the Securities and Exchange Commission (SEC) and holds the Series 6, 7, 63, 65 and 66 licenses. Matthew is also a registered representative of FINRA. Matthew provides investment advisory and brokerage services to individuals, families, 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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
IL
06/07/2022 - Present
Northwestern Mutual Investment Services, LLC (SKOKIE IL)
IL
08/23/2021 - 12/31/2021
COUNTRY CAPITAL MANAGEMENT COMPANY (Chicago IL)
IL
09/14/2018 - 04/02/2021
FIFTH THIRD SECURITIES, INC. (CHICAGO IL)
IL
12/03/2015 - 04/25/2018
LINCOLN INVESTMENT (LOMBARD IL)
IL
12/20/2007 - 12/17/2015
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IL
10/05/2007 - 12/07/2007
VALIC FINANCIAL ADVISORS, INC. (PEORIA IL)
IL
02/14/2006 - 07/31/2006
ADVANCED EQUITIES, INC. (CHICAGO IL)
TX
11/23/2005 - 03/22/2006
D.H. HILL SECURITIES LLP (KINGWOOD TX)
PA
09/08/2004 - 05/27/2005
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
TX
12/05/2000 - 07/09/2003
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
MA
04/29/1998 - 12/14/2000
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
IL
12/01/1997 - 03/18/1998
BARRINGTON RESEARCH ASSOCIATES, INC. (CHICAGO IL)
IL
09/11/1995 - 09/03/1997
MERRILL WEBER & CO., INC. (HIGHLAND PARK IL)
IL
08/19/1993 - 09/27/1995
MESIROW FINANCIAL, INC. (CHICAGO IL)
OH
03/11/1993 - 08/05/1993
THE OHIO COMPANY (CINCINNATI OH)
BOTH
Issued 01/29/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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