Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge M. Bowen is a financial advisor currently registered with Commonwealth Financial Network. George is a CERTIFIED FINANCIAL PLANNER™ professional who has been in the financial services industry for over 20 years. George began his career with Merrill Lynch, Pierce, Fenner & Smith Incorporated in 2000, and since then has worked with multiple financial institutions, including New England Securities and Winslow, Evans & Crocker, Inc. George has been registered with Commonwealth Financial Network since 2007 and is also the managing member of Alta Vista Wealth Management LLC which was formed for securities and insurance business.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
06/23/2011 - Present
Commonwealth Financial Network (Reading MA)
MA
01/22/2007 - 11/02/2021
COMMONWEALTH FINANCIAL NETWORK (Lynnfield MA)
MA
01/24/2005 - 02/07/2007
NEW ENGLAND SECURITIES (WAKEFIELD MA)
MA
02/12/2004 - 12/10/2004
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
08/22/2002 - 02/20/2004
DETWILER, MITCHELL, FENTON & GRAVES, INC. (BOSTON MA)
NY
10/11/2000 - 01/31/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure George Bowen is the right advisor for you? Invested Better is here to help.
