Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Lowrey is a financial advisor with over 30 years of experience in the financial services industry. Thomas has been registered with Raymond James Financial Services Advisors, Inc. since January 2009. Previously, Thomas worked for NationsBanc Investments, Inc., Barnett Investments, Inc., and A. G. Edwards & Sons, Inc. Thomas provides a range of financial services to individual clients, businesses, and institutions. Thomas holds Series 3, 7, 24, and 63 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.
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
FL
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (SHALIMAR FL)
MA
04/01/1998 - 10/06/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
FL
09/08/1997 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
MO
11/21/1984 - 08/26/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 01/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1986
Series 3 - National Commodity Futures Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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