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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Bowie is a financial advisor who has been active in the industry since 2009. Currently, Jeffrey Bowie is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and previously worked at BOFA SECURITIES, INC. and FSC SECURITIES CORPORATION. Jeffrey Bowie holds the Series 7, Series 63, Series 65 and Series 66 securities licenses. Jeffrey Bowie is also a registered Investment Advisor in the state of Michigan. Jeffrey Bowie has experience working with a variety of clients including individuals, corporations, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
07/18/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CORAL GABLES FL)
NY
05/10/2019 - 07/18/2019
BOFA SECURITIES, INC. (NEW YORK NY)
MI
07/29/2015 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TROY MI)
GA
04/22/1997 - 09/01/2000
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
05/06/1994 - 04/21/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/06/1994 - 04/21/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/02/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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