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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Michael Lowe is a financial advisor with over 35 years of experience in the industry. He has been with Commonwealth Financial Network since 2010, previously working with First Investors Corporation. Steven has a Series 6, 63 and 65 licenses and holds registrations in 20 states. He provides a variety of financial services including financial planning, portfolio management for businesses and individuals, and pension consulting. Steven also works with charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CT
09/07/2010 - Present
Commonwealth Financial Network (GLASTONBURY CT)
CT
03/06/1986 - 06/17/2010
FIRST INVESTORS CORPORATION (E. HARTFORD CT)
IA
Issued 09/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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