Unclaimed
Claude A Bowen is a financial advisor with PFS Investments Inc. Claude has been in the industry since June 8, 2012 and is registered with FINRA and the state of Florida. Claude holds the Series 6 and SIE licenses and is located in the Tampa branch office. Claude has experience in the investment advisory industry.
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.
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.
1
2
FL
06/27/2016 - Present
PFS Investments Inc. (TAMPA FL)
NA
12/14/1987 - 12/31/1991
FIRST AMERICAN NATIONAL SECURITIES, INC.
BC
Issued 12/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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