Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Cowan is a financial advisor at Raymond James & Associates, Inc., with over 40 years of experience in the industry. Bruce has a strong track record of helping clients achieve their financial goals. Bruce's previous experience includes positions at MOMENTUM INDEPENDENT NETWORK INC. and WELLS FARGO ADVISORS, LLC. Bruce is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 63, Series 7 and Series 8 licenses. Bruce is licensed to provide financial advice in 13 states, including Louisiana, Alabama, and Texas.
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.
Please see note in schedule d - miscellaneous
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
LA
03/27/2023 - Present
Raymond James & Associates, Inc. (Ruston LA)
LA
08/03/2011 - 04/10/2023
MOMENTUM INDEPENDENT NETWORK INC. (RUSTON LA)
LA
01/01/2008 - 08/04/2011
WELLS FARGO ADVISORS, LLC (RUSTON LA)
LA
02/23/1981 - 01/03/2008
A. G. EDWARDS & SONS, INC. (RUSTON LA)
BC
Issued 04/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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