Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aurelia? Claim Your ProfileAurelia Maxine Rowan is a financial professional with over 25 years of experience in the industry. Currently, Aurelia Rowan is a registered representative with Janney Montgomery Scott LLC. Previously, Aurelia Rowan was a registered representative at TRUIST INVESTMENT SERVICES, INC., BB&T SECURITIES, LLC, SCOTT & STRINGFELLOW, LLC, WACHOVIA SECURITIES, LLC, WACHOVIA SECURITIES, INC., and NATIONSSECURITIES. Aurelia Rowan holds Series 7, Series 63, and SIE licenses.
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.
Fee plus commission
1
2
SC
08/05/2021 - Present
Janney Montgomery Scott LLC (Mt. Pleasant SC)
SC
02/17/2021 - 08/05/2021
TRUIST INVESTMENT SERVICES, INC. (MT. PLEASANT SC)
SC
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (MT. PLEASANT SC)
SC
04/15/2005 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (MT. PLEASANT SC)
MO
06/15/2002 - 04/15/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
11/18/1997 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NA
10/08/1996 - 11/04/1997
NATIONSSECURITIES
GA
06/09/1997 - 10/22/1997
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
BC
Issued 11/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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