Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Bowen is an active investment advisor registered in both New Jersey and Texas. Edward is a Registered Representative of Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since 2004. Edward is licensed to provide investment advice in a broad range of categories including securities, futures managed funds, options, and fixed income securities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
07/19/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Pennington NJ)
NJ
11/10/2008 - 01/22/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
11/01/2004 - 12/18/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NY
09/17/2003 - 07/14/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/03/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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