Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Bolen Lowry is a financial advisor registered with Stifel, Nicolaus & Company, Inc.. Susan has been a registered representative for over 35 years. Her professional experience spans various firms including Wachovia Securities, LLC, and A.G. Edwards & Sons, Inc. Susan holds Series 7, 9, 10, 52, and 63 licenses, as well as Series 65. She provides financial planning, portfolio management, and pension consulting services to individuals, businesses, investment clubs, corporations, and charitable organizations.
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.
1
2
MA
07/30/2019 - Present
Stifel, Nicolaus & Company, Inc. (PLYMOUTH MA)
MA
01/01/2008 - 05/08/2008
WACHOVIA SECURITIES, LLC (EAST HARWICH MA)
MA
01/27/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (EAST HARWICH MA)
NA
07/12/1996 - 08/27/1997
A. G. EDWARDS & SONS, INC.
MO
10/22/1986 - 08/27/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
02/16/1980 - 01/13/1982
MOODY, DUNN & COMPANY
IA
Issued 05/14/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/22/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1980
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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