Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Bowman is a financial advisor who has been in the industry since 2004. He currently works at LPL Financial LLC and is registered to provide financial advice in Colorado, Connecticut, Florida, Kentucky, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Texas. Charles has previously worked at J.P. Morgan Securities LLC, Morgan Stanley, Morgan Stanley & Co. Incorporated, and UBS Financial Services Inc. Charles holds Series 7 and 66 licenses. Charles has a large number of clients with a wide range of assets under management. He has a variety of specializations and offers a range of financial advisory services, including financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
Consulting and other non-discretionary advisory 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.
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
NJ
01/03/2024 - Present
LPL Financial LLC (PARAMUS NJ)
NJ
04/02/2013 - 04/21/2023
J.P. MORGAN SECURITIES LLC (MONTVALE NJ)
NJ
06/01/2009 - 04/23/2013
MORGAN STANLEY (PARAMUS NJ)
NJ
02/11/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PARAMUS NJ)
NJ
10/21/2004 - 02/27/2008
UBS FINANCIAL SERVICES INC. (PARAMUS NJ)
BOTH
Issued 11/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Bowman is the right advisor for you? Invested Better is here to help.
