Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lowney has been a registered investment advisor for over 30 years. Robert has experience in the financial services industry since 1990. Currently, Robert is registered with Avantax Advisory Services in Hadley, MA. In addition to his current role, Robert also works with MML Investors Services, LLC, Prime Capital Services, Inc., Royal Alliance Associates, Inc., Commonwealth Equity Services, Inc., Travelers Equities Sales, Inc., Pruco Securities Corporation and The Prudential Insurance Company of America. Robert has passed the Series 6, 22, 62, 63, and 65 exams and the SIE exam. Robert also works as an owner/sole proprietor at Hadley Tax & Financial.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MA
06/12/2012 - Present
Avantax Advisory Services (Hadley MA)
MA
10/06/2000 - 03/09/2012
MML INVESTORS SERVICES, LLC (HADLEY MA)
NY
02/01/1999 - 10/05/2000
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
AZ
03/10/1997 - 02/09/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
12/08/1992 - 03/18/1997
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
CA
06/10/1992 - 12/02/1992
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NJ
12/21/1989 - 03/04/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
12/21/1989 - 03/04/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 05/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2001
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/13/1994
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/19/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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