Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lownes is an investment advisor representative at Janney Montgomery Scott LLC. Richard has been in the industry since November 1, 1976 and has worked for various firms including Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Richard has a wide range of experience and expertise in the financial services industry and is well-equipped to provide sound financial advice. He is registered to provide investment advice in 37 states and is a registered representative in 5 states. Richard offers financial planning and portfolio management for individuals and businesses.
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.
Fee plus commission
1
2
PA
05/09/2012 - Present
Janney Montgomery Scott LLC (BRYN MAWR PA)
PA
02/21/2006 - 04/23/2009
CITIGROUP GLOBAL MARKETS INC. (BLUE BELL PA)
MD
11/03/1987 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
NA
09/19/1984 - 10/30/1987
LEGG MASON WOOD WALKER, INCORPORATED
NA
11/06/1981 - 10/01/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
06/15/1979 - 09/25/1981
BOENNING & SCATTERGOOD, INC.
NA
01/06/1977 - 07/18/1979
DREXEL BURNHAM LAMBERT INCORPORATED
NA
09/22/1976 - 01/06/1977
DREXEL BURNHAM & CO. INCORPORATED
IA
Issued 07/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1977
PC - AMEX Put and Call Exam
BC
Issued 09/18/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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