Years of Experience
5-20+ Years
MACON, GA
38 Years Experience
0 Disclosures
ADVISOR BIO
Lowell Shepley has been a registered representative for over 35 years. Lowell has been associated with Stifel, Nicolaus & Company, Inc. since August 2009. Prior to that, Lowell was with UBS Financial Services Inc. Lowell has experience in both the securities and investment advisory industries and offers a wide range of services to individuals and businesses.
SPECIALIZATIONS
VIRGINIA, MN
39 Years Experience
3 Disclosures
ADVISOR BIO
Loy Loraine Gotham is a financial advisor who has been in the industry for over 37 years. Loy Gotham is registered with Stifel, Nicolaus & Company, Inc., and has been with the firm since September 2009. Loy Gotham previously worked with UBS Financial Services Inc. Prior to that, Loy Gotham was a registered representative for UBS Financial Services Inc. in Virginia, Minnesota. Loy Loraine Gotham is licensed to provide financial advice in multiple states, including Minnesota, Texas, Arizona, Arkansas, Florida, Nevada, South Carolina, South Dakota, Washington and Wisconsin.
SPECIALIZATIONS
OMAHA, NE
48 Years Experience
1 Disclosures
ADVISOR BIO
Loy Olson is a financial advisor who has been in the industry since 1977. Loy is currently registered with Stifel, Nicolaus & Company, Inc. and has previously worked with WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Loy is registered in 31 states and holds several licenses, including Series 3, 7, 8, 9, 10, 63, and 65. Loy specializes in portfolio management for individuals, businesses, and pooled investment vehicles.
SPECIALIZATIONS
Bloomfield Hills, MI
0 Disclosures
ADVISOR BIO
Loyd Benjamin Wellman is a financial advisor with Beacon Pointe Advisors, LLC based in Bloomfield Hills, MI. Loyd has been in the financial industry for over 10 years. Loyd is a Certified Financial Planner and has a strong background in portfolio management, financial planning, and investment advice. Prior to joining Beacon Pointe Advisors, LLC Loyd worked at FSC Securities Corporation.
SPECIALIZATIONS
KNOXVILLE, TN
0 Disclosures
ADVISOR BIO
Luann Craft Jarnagin is a financial advisor with WMG Financial Advisors, LLC. Luann has been in the industry since October 2009 and has a broad range of experience in both individual and business financial planning. Luann specializes in retirement planning, investment management, and insurance. Luann is a registered investment advisor and holds Series 6, 62, 63 and 65 licenses. Luann is committed to helping clients achieve their financial goals.
SPECIALIZATIONS
ATHENS, GA
1 Years Experience
0 Disclosures
ADVISOR BIO
Luanne Stone is a financial advisor at Stifel, Nicolaus & Company, Inc. Luanne specializes in a range of investment strategies, including retirement planning, college savings, and wealth management. Luanne is dedicated to helping clients achieve their financial goals.
SPECIALIZATIONS
CHEVY CHASE, MD
8 Years Experience
0 Disclosures
ADVISOR BIO
Lubna Hasan Qureshi is a registered representative with RBC Capital Markets, LLC. Lubna has been in the industry since February 15, 2017. Lubna holds Series 7, Series 66 and SIE licenses. Lubna Qureshi has registrations in 36 states and is active in both broker-dealer and investment advisor capacities.
SPECIALIZATIONS
BEVERLY HILLS, CA
0 Disclosures
ADVISOR BIO
Luca Pasquini is an investment advisor representative at Checchi Capital Advisers, LLC. Luca specializes in providing investment advisory services to individuals, businesses, and pooled investment vehicles. Luca is registered with the state of California as an investment advisor representative.
SPECIALIZATIONS
BRENTWOOD, MO
0 Disclosures
ADVISOR BIO
Luca Vujovic is a financial advisor with Mariner Wealth. Luca Vujovic is a Chartered Financial Analyst and has been in the industry since 2017. Luca Vujovic holds active licenses for the state of Illinois and Missouri. Luca Vujovic specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and portfolio management for pooled investment vehicles. Luca Vujovic is located in Brentwood, Missouri.
SPECIALIZATIONS
PLANO, TX
0 Disclosures
ADVISOR BIO
Luca Erozer is an investment advisor representative with Fisher Investments. Luca has been in the industry since 2015 and has experience working with a variety of clients including high-net-worth individuals, insurance companies, corporations and charitable organizations. Luca is licensed in Florida and Texas and holds Series 63, 66, 7 and SIE licenses. Luca has previously worked with TD Ameritrade, Inc. and Fidelity Brokerage Services LLC.
SPECIALIZATIONS