Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Lowry is an investment advisor representative at Next Financial Group, Inc. Roger is a financial professional with over 35 years of experience in the financial services industry. Roger is a Registered Representative of Next Financial Group, Inc. in Colorado and Texas, and is registered as an Investment Advisor Representative in Colorado and Texas. Roger also holds the following licenses: Series 6, 7, 22, and SIE. Roger is also a Chartered Financial Consultant. Roger provides financial planning and investment advice to individual clients, businesses, and retirement plans.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
CO
10/15/2013 - Present
Next Financial Group, Inc. (COLORADO SPRINGS CO)
CO
01/01/2004 - 10/21/2013
ING FINANCIAL PARTNERS, INC. (NORTHGLENN CO)
IA
06/02/1999 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
10/11/1989 - 06/01/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
10/11/1989 - 06/01/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
KS
11/10/1986 - 10/25/1989
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 08/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/05/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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