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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 with Cetera Investment Advisers LLC. Adam has been working in the financial industry for over 20 years and has a strong background in providing comprehensive financial planning and investment management services. Adam's career spans multiple firms, including Summit Brokerage Services, Inc., Wells Fargo Advisors Financial Network, LLC, and Wells Fargo Advisors, LLC. Adam holds Series 7, 9, 10, and 66 licenses, and is a Certified Financial Planner. Adam is passionate about helping individuals and families achieve their financial goals and has a proven track record of success in doing so. Adam has a strong commitment to providing personalized and ethical 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.
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 2/4/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/30/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 8/24/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/4/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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