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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrienne? Claim Your ProfileAdrienne Elizabeth Rowles has been a financial advisor for over 25 years. Adrienne is an Investment Advisor Representative for Cetera Investment Advisers LLC with over 25 years of experience. Adrienne also previously worked for Thrivent Investment Management Inc., Ameriprise Financial Services, Inc., Raymond James Financial Services, Inc., Wachovia Securities, LLC, and Dean Witter Reynolds Inc. Adrienne holds Series 7, 31, 63, and 65 licenses and the SIE exam. Adrienne is licensed in Delaware, Florida, Maryland, Massachusetts, New Mexico, Tennessee, Virginia, and West Virginia. Adrienne offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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2
MD
01/18/2024 - Present
Cetera Investment Advisers LLC (TOWSON MD)
VA
01/02/2020 - 01/17/2024
THRIVENT INVESTMENT MANAGEMENT INC. (Warrenton VA)
MA
04/21/2017 - 01/02/2020
AMERIPRISE FINANCIAL SERVICES, INC. (Plymouth MA)
MA
01/05/2005 - 04/24/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (BRAINTREE MA)
MO
02/01/2001 - 01/04/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
09/25/1998 - 02/01/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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