Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reagan? Claim Your ProfileReagan Mikaela Lowrance is a financial advisor at Raymond James Financial Services Advisors, Inc. Reagan has been in the industry for 1 year and is registered to provide investment advice in Texas. Reagan's professional experience includes roles at Stavis & Cohen Financial and Rising Wealth Management, LLC. Reagan holds Series 7TO and SIE licenses and has also passed the Uniform Combined State Law Examination (Series 66). Reagan's current registrations include: * **Registered Representative (RA)**, approved by the Texas Department of Banking. Reagan's firm, Raymond James Financial Services Advisors, Inc., is a large firm with over 5,000 investment advisors and registered representatives. The firm offers a variety of services, including financial planning, portfolio management, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
07/10/2024 - Present
Raymond James Financial Services Advisors, Inc. (Sulphur Springs TX)
BOTH
Issued 06/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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