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JR

Joseph E. Rechter

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CRD#: 372172
JR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Joseph Emery Rechter, who also goes by Joe E. Rechter, was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1973. Joseph had worked at 7 firms and has passed the Series 65, Series 63, PC and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joe E. Rechter

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 2, 2007 - March 30, 2016

LOWENHAUPT GLOBAL ADVISORS, LLC

RIA
CRD#: 138547
ST. LOUIS, MO
Past

April 11, 1991 - July 17, 1996

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

August 1, 1984 - December 6, 1990

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

September 7, 1982 - August 2, 1984

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
Past

January 6, 1977 - September 15, 1982

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

February 6, 1976 - January 6, 1977

DREXEL BURNHAM & CO. INCORPORATED

BD
CRD#: 7013
Past

May 13, 1974 - February 6, 1976

DREXEL BURNHAM & CO. INCORPORATED

BD
CRD#: 116
Past

April 19, 1973 - June 9, 1974

THE FISHER CORPORATION

BD
CRD#: 1000001

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/30/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
PC
Date: 8/29/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 4/14/1973
Registered Representative Examination

Current Firm


LG
LOWENHAUPT GLOBAL ADVISORS, LLC
LOWENHAUPT GLOBAL ADVISORS, LLC | LOWENHAUPT WEALTH MANAGEMENT, LLC | LOWENHAUPT WEALTH ADVISORS, LLC

CRD#: 138547 / SEC#: 801-67058

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Contact information


Main Address
10 South Broadway Suite 550, St. Louis, MO 63102
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

LOWENHAUPT REVISED FORM ADV PART 2A (3/29/2019)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LOWENHAUPT GLOBAL ADVISORS, LLC

CRD#: 138547

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