Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beverly? Claim Your ProfileBeverly Ann Bowen is a registered representative with Barrett & Co. She has been in the industry since November 1, 2012. Beverly Ann Bowen holds the Series 63, Series 7 and SIE licenses. Her current registration is active in Rhode Island. She is registered as an agent in Rhode Island. Beverly Ann Bowen specializes in investments, financial planning and pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
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RI
11/02/2012 - Present
Barrett & Co. (PROVIDENCE RI)
BC
Issued 02/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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