Invested Better
Unclaimed

Unclaimed

Unclaimed

Julie Elizabeth Bowder

Avantax Investment Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Julie? Claim Your Profile

About Julie Elizabeth Bowder

Julie Elizabeth Bowder is a financial advisor with Avantax Investment Services, Inc.. Julie has been in the financial services industry since August 12, 1999. She has a Series 6, Series 63, and SIE license. Julie is registered in Connecticut, Florida, Illinois, Massachusetts, North Carolina, and South Carolina. She currently works out of the Avantax Investment Services, Inc. office located in West Springfield, MA.

Firm Information

Julie Bowder is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Julie Bowder’s Registration & Firm History

MA

08/13/1999 - Present

Avantax Investment Services, Inc. (West Springfield MA)

Not sure if Julie Elizabeth Bowder is right for you?

Licenses & Designations

BC

Issued 07/14/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Elizabeth Bowder.
Not sure if Julie Elizabeth Bowder is right for you?