Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bower is a financial advisor with over 12 years of experience in the industry. James is currently registered with Lifepro Asset Management, LLC in Pennsylvania. James holds Series 6, 7, 63, and 65 licenses. Prior to joining Lifepro Asset Management, LLC, James was a financial advisor with Woodbury Financial Services, Inc., Questor Capital Corporation, Citizens Securities, Inc., PNC Investments and NYLIFE Securities LLC. James also has experience selling commercial gym equipment to gyms and clubs in western PA.
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.
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.
1
2
PA
01/03/2023 - Present
Lifepro Asset Management (Cheswick PA)
PA
03/01/2019 - 12/31/2020
WOODBURY FINANCIAL SERVICES, INC. (CHESWICK PA)
PA
07/14/2016 - 03/01/2019
QUESTAR CAPITAL CORPORATION (CHESWICK PA)
PA
09/27/2012 - 07/27/2016
CITIZENS SECURITIES, INC. (LEECHBURG PA)
PA
12/23/2009 - 09/28/2012
PNC INVESTMENTS (PITTSBURGH PA)
SC
04/16/2009 - 06/11/2009
NYLIFE SECURITIES LLC (CHARLESTON SC)
SC
01/30/2009 - 03/25/2009
METLIFE SECURITIES INC. (MT. PLEASANT SC)
KS
04/05/2002 - 12/31/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 05/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/29/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure James Bower is the right advisor for you? Invested Better is here to help.
