Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Lucius Lowish is a Certified Financial Planner with Diversifi Capital LLC. Thomas has been in the industry since January 2022 and specializes in providing financial planning and portfolio management services to high net worth individuals, charitable organizations, and pooled investment vehicles. Thomas is registered as an Investment Advisor Representative with Diversifi Capital LLC in California. He passed the Uniform Investment Adviser Law Examination (Series 65) in January 2022. Thomas also holds the Series 63 and SIE licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
04/21/2022 - Present
Diversifi Capital LLC (LOS ALTOS CA)
IA
Issued 01/13/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Thomas Lowish is the right advisor for you? Invested Better is here to help.
