Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Zebulun Lowe is a financial professional with over a decade of experience in the financial services industry. Roger currently works at Andina Family Offices, a firm specializing in providing financial services to high net worth individuals, families, and institutions. Roger's experience includes working for Ameriprise Financial Services, Inc. as well as Coign Capital Advisors. Roger holds a Series 7 and Series 66 license and is a Certified Financial Planner.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
UT
11/22/2022 - Present
Andina Family Offices (LEHI UT)
UT
05/02/2012 - 05/07/2014
AMERIPRISE FINANCIAL SERVICES, INC. (DRAPER UT)
BOTH
Issued 07/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Roger Lowe is the right advisor for you? Invested Better is here to help.
