Unclaimed
India Bowser is an active Registered Representative and Investment Adviser Representative with Morgan Stanley. India has been in the industry since 2019 and is licensed in several states including Arkansas, Illinois, Massachusetts, and Utah. India has a wide range of experience in the financial services industry, having previously worked at firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, and Wells Fargo Clearing Services, LLC. India has a strong track record of providing investment advice to individuals and families, as well as to corporations, charitable organizations, and other institutional clients. India is committed to providing her clients with personalized financial advice and guidance, 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
01/10/2025 - Present
Morgan Stanley (White Plains NY)
IL
01/24/2022 - 03/09/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IL
01/11/2019 - 12/11/2021
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
BOTH
Issued 01/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/04/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/04/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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