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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Bowen is a financial advisor with Mariner Wealth Advisors in Tigard, Oregon. Gregory has been in the industry since 1993 and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Gregory is a Certified Financial Planner and a Chartered Financial Consultant. He is registered with the state of Oregon and is also a registered representative with FINRA. Gregory has a diverse client base, including individuals, families, businesses, and institutions. Gregory's goal is to help clients achieve their financial goals through a personalized approach to financial planning and investment management.
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.
Family office services
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
OR
01/03/2022 - Present
Mariner Wealth (Tigard OR)
OR
02/28/2012 - 01/04/2022
CETERA ADVISORS LLC (PORTLAND OR)
OR
11/14/2001 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (TIGARD OR)
TX
01/10/2001 - 11/20/2001
RUSHMORE SECURITIES CORPORATION (DALLAS TX)
GA
06/06/1994 - 01/16/2001
WMA SECURITIES, INC. (DULUTH GA)
FL
03/29/1993 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 06/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 08/12/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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