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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Loweth is a financial advisor with Commonwealth Financial Network, based in Wilmington, North Carolina. He has been in the financial services industry since 1990 and has a wide range of experience in investment management, financial planning, and insurance. Robert is a Certified Financial Planner and holds Series 6, 7, 63, and 65 licenses. Robert is registered with the state of North Carolina as a Broker-Dealer and Investment Adviser and with a number of other states as a Broker-Dealer, as well. His client base includes individuals, families, and businesses and he works with a variety of financial products and services.
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.
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NC
01/16/2004 - Present
Commonwealth Financial Network (WILMINGTON NC)
NY
10/03/1990 - 01/21/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/03/1990 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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