Unclaimed
Alexander Bowman is a financial advisor with over 30 years of experience in the industry. Alexander is currently registered with Cetera Investment Advisers LLC, a firm headquartered in Schaumburg, Illinois. Alexander has a broad range of experience in the financial services industry including working with individuals and businesses.
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
VA
06/29/2023 - Present
Cetera Investment Advisers LLC (VIENNA VA)
VA
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (VIENNA VA)
NY
12/21/1999 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MN
07/16/1991 - 01/05/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
CT
08/19/1988 - 05/10/1991
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 12/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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