Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Bowen is a financial professional with over 10 years of experience in the financial services industry. Eric is registered with Cetera Investment Advisers LLC and is currently based in Overland Park, Kansas. Eric has previously worked with various firms including Ivy Distributors, Inc., Waddell & Reed, Montage Securities, LLC, TD Ameritrade, Inc., and AXA Advisors, LLC.
10955 LOWELL AVE STE 900, 910, 920, 100, and 200
OVERLAND PARK, KS 66210
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.
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.
A percentage of the total value of assets under management is charged.
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2
KS
03/21/2024 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
KS
02/19/2014 - 04/30/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
02/19/2014 - 04/20/2021
WADDELL & REED (OVERLAND PARK KS)
KS
03/20/2013 - 02/12/2014
MONTAGE SECURITIES, LLC (LEAWOOD KS)
KS
03/15/2011 - 03/19/2013
TD AMERITRADE, INC. (OVERLAND PARK KS)
KS
04/07/2010 - 02/24/2011
AXA ADVISORS, LLC (OVERLAND PARK KS)
BOTH
Issued 4/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/5/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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