Unclaimed
John Ros Bowers is a financial advisor registered with Brockenbrough. John has over 20 years of experience in the financial services industry. John is a Chartered Financial Analyst and holds FINRA Series 6, 7, and 63 licenses. John specializes in providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. John is also a registered Investment Advisor Representative in Virginia.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
VA
07/22/2010 - Present
Brockenbrough (RICHMOND VA)
OH
11/01/2006 - 12/08/2008
ULTIMUS FUND DISTRIBUTORS, LLC (CINCINNATI OH)
NC
10/26/1998 - 03/27/2000
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MA
02/21/1996 - 04/10/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/21/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
03/18/1994 - 10/23/1995
DEUTSCHE MORGAN GRENFELL/C. J. LAWRENCE INC. (NEW YORK NY)
BC
Issued 12/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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