Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Gail Bowers is a financial advisor at United Planners' Financial Services Of America A Limited Partner. Courtney has over 20 years of experience in the financial services industry. Courtney has also held previous roles at GRADIENT SECURITIES, LLC, CETERA ADVISOR NETWORKS LLC, PENSION PLANNERS SECURITIES, INC., USALLIANZ SECURITIES, INC., and PENSION PLANNERS SECURITIES, INC.. Courtney's specializations include retirement planning, college savings, investment management, and insurance.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your 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.
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
NM
11/05/2021 - Present
United Planners' Financial Services OF America A Limited Partner (ALBUQUERQUE NM)
NM
11/05/2018 - 11/08/2021
GRADIENT SECURITIES, LLC (ALBUQUERQUE NM)
NM
08/13/2008 - 11/15/2016
CETERA ADVISOR NETWORKS LLC (ALBUQUERQUE NM)
NM
09/25/2002 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (ALBUQUERQUE NM)
MN
02/04/2000 - 09/27/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
CA
02/25/1997 - 02/04/2000
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
BC
Issued 02/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Courtney Bowers is the right advisor for you? Invested Better is here to help.
