Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bert? Claim Your ProfileBert Bowler is a financial advisor with over 29 years of experience in the financial services industry. Bert is a Certified Financial Planner and is currently registered with Round Rock Advisors LLC. Bert has a Series 7, Series 63 and Series 65 licenses. Prior to joining Round Rock Advisors LLC, Bert was employed with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Bert specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Bert is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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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CT
01/02/2022 - Present
Round Rock Advisors LLC (WILTON CT)
CT
06/28/1994 - 04/24/2017
AMERIPRISE FINANCIAL SERVICES, INC. (NEW CANAAN CT)
MN
06/28/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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