Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bowser is a financial advisor in Traverse City, MI. James is a registered representative with Ameriprise Financial Services, LLC and has been working in the industry since 2005. James has passed the Series 6, Series 7, Series 63 and Series 66 exams. James has experience providing financial advice to individuals, families, corporations, trusts, and charitable organizations. James works with clients on investment planning, retirement planning, and estate planning. James also has experience working with Fifth Third Securities, Inc. and The Huntington Investment Company.
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.
Asset allocation 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.
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2
MI
09/30/2022 - Present
Ameriprise Financial Services, LLC (TRAVERSE CITY MI)
MI
01/16/2013 - 10/03/2022
FIFTH THIRD SECURITIES, INC. (TRAVERSE CITY MI)
MI
02/08/2011 - 04/24/2012
FIFTH THIRD SECURITIES, INC. (SUTTONS BAY MI)
MI
01/07/2005 - 01/03/2011
THE HUNTINGTON INVESTMENT COMPANY (LELAND MI)
BOTH
Issued 11/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/06/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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