Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Gordon Bowers is a financial advisor with LPL Financial LLC. Charles has been in the financial services industry for over 16 years. Charles holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Charles has worked at M&T Securities, Inc. and MetLife Securities Inc. prior to joining LPL Financial LLC. Charles is also an artist and sells his personal artwork. Charles is registered in Maryland to offer both investment advisory and broker-dealer services.
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.
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2
NY
06/09/2021 - Present
LPL Financial LLC (BUFFALO NY)
MD
07/30/2013 - 06/09/2021
M&T SECURITIES, INC. (BEL AIR MD)
MD
09/19/2005 - 07/01/2013
METLIFE SECURITIES INC. (BALTIMORE MD)
MD
09/19/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BALTIMORE MD)
IA
Issued 02/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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