Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lowery is a financial advisor who has been in the industry since 1984. William has experience working with a variety of clients including individuals, families, businesses, and institutions. William is currently registered with Choreo, LLC in Illinois, New York, and Texas. William has a strong track record of success and is committed to providing his clients with personalized financial advice.
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.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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
IL
11/02/2023 - Present
Choreo, LLC (ROCKFORD IL)
TX
12/03/2004 - 04/05/2005
SANDERS MORRIS HARRIS INC. (HOUSTON TX)
IL
10/09/1987 - 01/02/2003
LAKEVIEW SECURITIES CORPORATION (CHICAGO IL)
NA
08/21/1984 - 11/12/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 12/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2002
Series 24 - General Securities Principal Examination
BC
Issued 04/14/1992
Series 3 - National Commodity Futures Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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