Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Lamar Bowen is a registered investment advisor representative with Cetera Investment Advisers LLC. Gary has over 20 years of experience in the financial services industry. Gary is licensed to sell securities in Indiana and Ohio. He also holds the Series 6, Series 63, and Series 65 licenses. Gary specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. He has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Gary is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
OH
02/20/2020 - Present
Cetera Investment Advisers LLC (DUBLIN OH)
OH
12/22/2017 - 02/24/2020
AVANTAX INVESTMENT SERVICES, INC. (Baltimore OH)
OH
06/15/2006 - 12/19/2007
VALMARK SECURITIES, INC. (PICKERINGTON OH)
OH
02/02/2004 - 06/21/2006
THE O.N. EQUITY SALES COMPANY (PICKERINGTON OH)
MN
12/07/2000 - 01/21/2004
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 12/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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