Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lowrey is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Matthew has been working in the industry since 2020 and has successfully passed multiple industry exams including the Series 63, 7TO, and SIE exams. Matthew holds active registrations in 51 states and the District of Columbia. Matthew has been with Northwestern Mutual Investment Services, LLC since 2020, previously working out of the Middleton, WI office. Matthew's current office is located in Franklin, WI.
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
WI
03/10/2021 - Present
Northwestern Mutual Investment Services, LLC (FRANKLIN WI)
WI
05/28/2020 - 01/26/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MIDDLETON WI)
BC
Issued 06/01/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/28/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Matthew Lowrey is the right advisor for you? Invested Better is here to help.
