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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Bowers is an investment advisor representative with Cetera Investment Advisers LLC. Jason has been in the financial services industry since June 15, 2013. Jason holds the Series 6, 7, 63, 65, and 24 licenses. Jason Bowers has experience with financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Jason Bowers works with a variety of clients including high net worth individuals, charitable organizations, corporations, and individuals other than high net worth individuals. Jason has a strong track record of success in the financial services industry and is committed to providing his clients with the highest level of service.
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.
A percentage of the total value of assets under management is charged.
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2
MD
03/11/2024 - Present
Cetera Investment Advisers LLC (FREDERICK MD)
MD
05/09/2013 - 02/01/2024
PRUCO SECURITIES, LLC. (Hunt Valley MD)
IA
Issued 06/20/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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