Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lowder is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC, with offices in SALT LAKE CITY, UT and Uintah, UT. Michael has been in the industry since 2013 and has over 50 state registrations. Michael specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. Michael is a Registered Representative and Investment Advisor Representative in Utah and several other states.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
UT
01/10/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (SALT LAKE CITY UT)
UT
12/21/2022 - 08/14/2023
MORGAN STANLEY (Sandy UT)
UT
10/24/2019 - 08/14/2023
E*TRADE SECURITIES LLC (SANDY UT)
UT
12/10/2018 - 10/29/2019
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
04/30/2018 - 11/27/2018
J.P. MORGAN SECURITIES LLC (OGDEN UT)
UT
10/18/2012 - 04/25/2018
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 07/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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