Juliana Lowe (CRD# 5967569) is an Investment Advisor Representative working at Credit Union Investment Services in Dobson, NC and has over 12 years of experience in the finance industry.
CRD# 1821508
Ubs Financial Services Inc.
CRD# 6683568
Principal Securities, Inc.
CRD# 6219948
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Mount Carmel Baptist Church | Mount Airy, NC | Dec 2021 - Current | 2 |
Secu Life Insurance Company | Raleigh, NC | Oct 2014 - Current | 9 |
Members Trust Company | Tampa, FL | Aug 2013 - Current | 10 |
Credit Union Investment Services | Raleigh, NC | Nov 2011 - Current | 12 |
Secu Brokerage Services | Raleigh, NC | Aug 2011 - Current | 12 |
State Employees' Credit Union | Dobson, NC | May 2005 - Current | 19 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2011 |
S65 | NASAA Investment Advisors Law Examination | Mar 2012 |
- NC
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
NC
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