Unclaimed
Chakana Fowler is a financial professional with over 15 years of experience in the securities industry. She has worked for some of the top financial firms, including Morgan Stanley & Co., Incorporated and J.P. Morgan Securities Inc., and is currently a registered representative at Bofa Securities, Inc. Chakana's expertise is in providing investment advice and research-related services. She holds the Series 7, Series 7TO, Series 63, and SIE licenses. Chakana is dedicated to helping clients 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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NC
09/30/2019 - Present
Bofa Securities, Inc. (CHARLOTTE NC)
NY
09/10/2007 - 06/20/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
09/05/2002 - 05/21/2003
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 10/28/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/24/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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