Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Bowen is a financial professional with over 20 years of experience in the industry. Jonathan holds the Series 63, Series 65, and Series 6TO licenses and the SIE certification. Jonathan has a proven track record of success in providing financial advice to individuals, families, and businesses. Jonathan is currently registered with PFS Investments Inc., where Jonathan specializes in providing financial planning, investment management, and insurance services.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
04/02/2024 - Present
PFS Investments Inc. (BRAINTREE MA)
IA
Issued 01/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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