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 licensed to provide financial services in Kansas. Eric is affiliated with Cetera Investment Advisers LLC, and has worked in the financial services industry since 2010. Eric has previously been affiliated with a number of firms including Waddell & Reed, IVY Distributors, Inc., Montage Securities, LLC, TD Ameritrade, Inc., and AXA Advisors, LLC. Eric holds Series 7, 66, and SIE licenses, and has a proven track record of success in the financial services industry. Eric has experience providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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.
1
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 04/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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