Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Allen Lowry is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., based in Kansas City, Missouri. Michael has been a registered representative since 2001 and has worked in the financial services industry since 2000. Michael is a licensed investment advisor and has earned several professional certifications, including the Series 3, 7, 9, 10, 31, and 66 licenses. Michael specializes in providing investment advice and portfolio management services to individuals, corporations, and other institutions. He has a strong understanding of the financial markets and a commitment to helping clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MO
08/26/2004 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (KANSAS CITY MO)
BOTH
Issued 03/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/22/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2013
Series 3 - National Commodity Futures Examination
BC
Issued 09/03/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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