Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Robert Bowie is a financial professional with over 20 years of experience in the industry. Jason is a Registered Representative with Principal Securities, Inc. and holds Series 66, Series 7, Series 24 and SIE licenses. Jason is also a Certified Financial Planner and a Chartered Financial Consultant. Jason has a strong background in providing financial advice and investment management services to individual clients, high net worth individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Jason's previous experience includes working with Principal Funds Distributor, Inc. in Des Moines, Iowa. Jason is dedicated to providing comprehensive financial solutions that meet the unique needs of each client.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NC
06/16/2021 - Present
Principal Securities, Inc. (RALEIGH NC)
IA
05/21/2008 - 09/25/2008
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
BOTH
Issued 06/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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