Unclaimed
Jeffrey Bowman is a financial advisor who has been in the industry since 2014. Currently, Jeffrey works at Fidelity Distributors Co. LLC. Jeffrey holds the Series 7, Series 63, Series 66 and SIE licenses. Jeffrey is registered to sell securities in all 50 states and the District of Columbia. Before joining Fidelity Distributors Co. LLC, Jeffrey worked at FIDELITY BROKERAGE SERVICES LLC.
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.
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.
1
2
MA
02/07/2022 - Present
Fidelity Distributors Co. LLC (BOSTON MA)
MA
09/15/2014 - 02/08/2022
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BOTH
Issued 02/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Bowman is the right advisor for you? Invested Better is here to help.