Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lowke is a financial advisor with over 25 years of experience in the financial services industry. Robert is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, 26, 3, 22, 63, 65 and 66 licenses. He is currently registered with Captrust and is an active advisor in both Florida and Texas. Robert has held various roles in the financial industry, including positions at Wells Fargo Advisors Financial Network, LLC, and Robert W. Baird & Co. Incorporated. He is a specialist in retirement planning and has a wide range of experience in managing investments for individuals, families, and institutions.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
09/25/2018 - Present
Captrust (Tampa FL)
FL
03/09/2004 - 06/13/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TAMPA FL)
WI
05/02/2001 - 03/10/2004
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
04/24/1991 - 05/04/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY
NA
11/28/1989 - 02/16/1993
AETNA CAPITAL MANAGEMENT, INC.
NA
04/25/1989 - 12/22/1989
AETNA FINANCIAL SERVICES, INC.
NA
12/19/1983 - 10/07/1987
AETNA LIFE INSURANCE AND ANNUITY COMPANY
NA
03/31/1986 - 02/19/1987
AETNA FINANCIAL SERVICES, INC.
BOTH
Issued 06/25/2001
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1993
Series 2 - Non-Member General Securities Examination
BC
Issued 04/10/1987
Series 3 - National Commodity Futures Examination
BC
Issued 03/28/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/16/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Lowke is the right advisor for you? Invested Better is here to help.
