Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcos? Claim Your ProfileMarcos Bowers is a registered representative with Raymond James & Associates, Inc. Marcos has been in the securities industry since January 15, 2006. Marcos is also registered as an investment adviser representative. Prior to joining Raymond James & Associates, Inc., Marcos was employed by WELLS FARGO CLEARING SERVICES, LLC. Marcos is licensed in Florida, Wyoming and has passed the Uniform Securities Agent State Law Examination, Uniform Combined State Law Examination, Securities Industry Essentials Examination, Limited Representative-Equity Trader Exam, General Securities Representative Examination and Securities Trader Exam.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/05/2021 - Present
Raymond James & Associates, Inc. (Miami FL)
FL
07/13/2016 - 05/04/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
02/02/2016 - 06/29/2016
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
NY
09/23/2013 - 03/03/2014
WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)
FL
08/13/2008 - 11/04/2011
HSBC SECURITIES (USA) INC. (MIAMI FL)
FL
11/15/2006 - 04/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
FL
07/27/2004 - 10/12/2006
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
NJ
09/08/2003 - 07/23/2004
DOMESTIC SECURITIES, INC. (MONTVALE NJ)
NJ
07/18/2001 - 06/25/2003
DOMESTIC SECURITIES, INC. (MONTVALE NJ)
BOTH
Issued 11/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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