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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Jamar Bowen is a financial advisor at Cetera Investment Advisers LLC, with a focus on financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Adam has been in the industry since December 2001 and has a wide range of experience working with clients in various states. Adam has also held previous roles with Summit Brokerage Services, Inc., Wells Fargo Advisors Financial Network, LLC, and Wells Fargo Advisors, LLC. Adam is a Certified Financial Planner and has been registered with FINRA and the state of Texas since 2001.
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
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (Marble Falls TX)
TX
06/11/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (Marble Falls TX)
TX
05/06/2011 - 06/15/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MARBLE FALLS TX)
TX
01/01/2008 - 05/06/2011
WELLS FARGO ADVISORS, LLC (MARBLE FALLS TX)
TX
12/05/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MARBLE FALLS TX)
BOTH
Issued 02/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/24/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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