Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Bowden is an active investment advisor representative with Stifel, Nicolaus & Company, Inc., with a strong focus on individual and business portfolio management. Allan has over 48 years of experience in the financial services industry, having worked at several prominent firms, including Raymond James & Associates, Inc., and JJB Hilliard WL Lyons LLC. Allan holds a variety of licenses and registrations across multiple states. His expertise spans a broad range of financial products and services, and he is dedicated to delivering personalized financial solutions to clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
07/30/2019 - Present
Stifel, Nicolaus & Company, Inc. (MEMPHIS TN)
TN
11/01/1991 - 03/01/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (MEMPHIS TN)
FL
12/14/1983 - 11/22/1991
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NA
11/20/1974 - 12/28/1983
STIFEL, NICOLAUS & COMPANY, INCORPORATED
IA
Issued 11/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/15/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1977
PC - AMEX Put and Call Exam
BC
Issued 11/16/1974
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Allan Bowden is the right advisor for you? Invested Better is here to help.
