Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Anthony Lowery is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Todd is a registered representative and investment advisor representative with over 20 years of experience in the financial services industry. Todd has earned the Series 6, 7, 24, 63, 65, and SIE licenses. Todd’s specializations include Retirement Planning, College Savings, and Estate Planning.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
KY
04/04/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (LOUISVILLE KY)
KY
11/22/2021 - 03/04/2022
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
12/08/2000 - 04/01/2020
NATIONWIDE INVESTMENT SERVICES CORPORATION (Louisville KY)
KY
04/11/2018 - 01/04/2019
JEFFERSON NATIONAL SECURITIES CORPORATION (Louisville KY)
OH
02/18/1997 - 12/31/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
BOTH
Issued 05/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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