Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Carley Bowers is a financial advisor at Ameriprise Financial Services, LLC. Leonard has been in the financial services industry for over 40 years. Leonard's previous experience includes positions at WELLS FARGO ADVISORS, LLC, CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., E. F. HUTTON & COMPANY INC, and PRUDENTIAL-BACHE SECURITIES INC. Leonard is registered to provide financial advice in 26 states. Leonard holds Series 63, 65, 7 and SIE licenses. Leonard specializes in working with high net worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities.
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.
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.
Asset allocation services
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.
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2
MO
09/25/2015 - Present
Ameriprise Financial Services, LLC (CHESTERFIELD MO)
MO
06/08/2007 - 10/06/2015
WELLS FARGO ADVISORS, LLC (CHESTERFIELD MO)
MO
07/31/1993 - 06/26/2007
CITIGROUP GLOBAL MARKETS INC. (CLAYTON MO)
NY
11/10/1987 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/25/1983 - 11/30/1987
E. F. HUTTON & COMPANY INC
NA
12/11/1981 - 10/24/1983
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 05/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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