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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Firestone Bowers is a financial advisor with Stifel, Nicolaus & Company, Inc. Martin Bowers has been in the financial services industry since 1981. Martin Bowers holds a Series 63, Series 65, Series 7, Series 8, Series 9, Series 10, and SIE license and is registered to conduct business in several states. Martin Bowers has specialized expertise in various investment areas, including financial planning, pension consulting, portfolio management, and selecting other financial advisors.
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.
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
PA
10/18/2013 - Present
Stifel, Nicolaus & Company, Inc. (CONSHOHOCKEN PA)
PA
03/03/2009 - 10/17/2013
JANNEY MONTGOMERY SCOTT LLC (BRYN MAWR PA)
PA
02/21/2006 - 03/25/2009
CITIGROUP GLOBAL MARKETS INC. (BRYN MAWR PA)
MD
11/03/1987 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
NA
09/30/1983 - 10/30/1987
LEGG MASON WOOD WALKER, INCORPORATED
NA
12/10/1981 - 09/30/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 01/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/15/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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