Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mei? Claim Your ProfileMei Lowery is a financial advisor who has been in the industry since January 25, 2001. Mei is currently registered with Stifel, Nicolaus & Company, Inc. and has been with them since August 2009. Prior to joining Stifel, Nicolaus & Company, Inc., Mei was with UBS Financial Services Inc., Morgan Stanley & Co., Incorporated, and Morgan Stanley DW Inc.. Mei is licensed to provide investment advice in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, and Wisconsin.
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.
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2
FL
04/03/2020 - Present
Stifel, Nicolaus & Company, Inc. (PENSACOLA FL)
FL
02/29/2008 - 08/14/2009
UBS FINANCIAL SERVICES INC. (PENSACOLA FL)
FL
04/02/2007 - 03/05/2008
MORGAN STANLEY & CO., INCORPORATED (PENSACOLA FL)
FL
01/26/2001 - 04/02/2007
MORGAN STANLEY DW INC. (PENSACOLA FL)
BOTH
Issued 07/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2001
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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