Unclaimed
Robert Gunter Lowe is a financial advisor with J.P. Morgan Securities LLC in Fort Worth, TX. Robert has been a registered representative for over 20 years and holds Series 7, 9, 10, 24, 55, 57TO, 63, and 65 licenses. Robert is also a Certified Financial Planner and a Chartered Financial Analyst. Robert's previous experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Braymen, Lambert and Noel Securities, LTD., LINSCO/Private Ledger Corp., ATON Securities, Inc., and Troika Dialog USA, 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
01/03/2024 - Present
J.p. Morgan Securities LLC (Fort Worth TX)
TX
08/06/2011 - 07/30/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
01/19/2009 - 07/22/2011
BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD. (SAN ANTONIO TX)
TX
12/14/2005 - 11/27/2007
LINSCO/PRIVATE LEDGER CORP. (HOUSTON TX)
NY
05/22/2001 - 12/31/2003
ATON SECURITIES, INC. (NEW YORK NY)
NY
05/04/2000 - 05/25/2001
TROIKA DIALOG USA, INC. (NEW YORK NY)
IA
Issued 02/13/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/28/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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