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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bailey Lowery is an investment advisor representative with Cetera Investment Advisers LLC. William Lowery has been in the financial services industry since May 7, 2015. Prior to joining Cetera Investment Advisers LLC, William Lowery worked at Securian Financial Services, Inc. and Prudential Securities Incorporated. William Lowery is registered with the state of Arkansas, Georgia, Illinois, Mississippi, Oklahoma, Tennessee, and Texas. William Lowery holds the Series 3, 7, 63, 65, and 66 licenses. William Lowery also holds the SIE license.
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.
A percentage of the total value of assets under management is charged.
1
2
TN
01/24/2018 - Present
Cetera Investment Advisers LLC (BARTLETT TN)
TN
04/25/2017 - 01/12/2018
SECURIAN FINANCIAL SERVICES, INC. (GERMANTOWN TN)
NA
02/19/1993 - 02/06/1995
PRUDENTIAL SECURITIES INCORPORATED
BOTH
Issued 5/31/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 2/26/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/25/2017
Series 7 - General Securities Representative Examination
BC
Issued 3/18/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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