Unclaimed
Stefani Lowe is a registered representative with Fidelity Brokerage Services LLC. Stefani is licensed in Texas and has Series 7TO, Series 63, and Series 66 licenses. Stefani was previously registered with EQUITABLE ADVISORS, LLC.
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.
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.
1
2
TX
04/16/2024 - Present
Fidelity Brokerage Services LLC (AUSTIN TX)
TX
11/20/2023 - 04/02/2024
EQUITABLE ADVISORS, LLC (AUSTIN TX)
BOTH
Issued 08/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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