Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lowe is a financial advisor registered with Raymond James & Associates, Inc. Michael has been in the securities industry since November 1978 and has experience with securities, futures, and investment advisory services. Michael currently holds a Series 7, Series 31, and Series 63 license. Michael Lowe is also licensed as a registered investment advisor in Georgia and Texas. Michael has previously worked at Morgan Keegan & Company, Inc., UBS Financial Services Inc., J.C. Bradford & Co., and The Robinson-Humphrey Company Inc.
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.
Please see note in schedule d - miscellaneous
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
GA
02/13/2013 - Present
Raymond James & Associates, Inc. (Atlanta GA)
GA
03/24/2005 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
NJ
08/14/2000 - 04/22/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/13/1995 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
GA
11/27/1978 - 02/22/1995
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
IA
Issued 10/06/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 11/18/1978
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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