Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Lowery is a financial advisor registered with Raymond James Financial Services Advisors, Inc.. Scott has 22 years of experience in the financial services industry. Scott has earned the following licenses: Series 6, Series 7, Series 24, Series 51, Series 63 and Series 65. Scott is also a Personal Financial Specialist. Scott specializes in working with high-net-worth individuals, corporations, and other businesses, as well as insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Scott provides a variety of services, including financial planning, portfolio management, and selection of other advisors. Scott also offers hourly and fixed-rate consultations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
04/25/2013 - Present
Raymond James Financial Services Advisors, Inc. (NORTHVILLE MI)
IA
01/01/2002 - 07/26/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
01/26/2000 - 01/01/2002
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
Issued 08/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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