Unclaimed
Matthew Bowden is a financial advisor with over 10 years of experience in the financial services industry. Matthew is currently registered with Advisors Asset Management, Inc. and is located in Boerne, Texas. Matthew has previously worked at several other firms including Southwest Securities, Inc. and Cortview Capital Securities LLC. Matthew has a Series 7, Series 63, and Series 66 license. Matthew specializes in providing financial planning and investment advice to individuals and families. Matthew is committed to helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Supervisor/evaluator to unit investment trusts
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
TX
03/02/2015 - Present
Advisors Asset Management, Inc. (BOERNE TX)
TN
09/04/2012 - 03/24/2015
SOUTHWEST SECURITIES, INC. (MEMPHIS TN)
TN
05/27/2011 - 06/05/2012
CORTVIEW CAPITAL SECURITIES LLC (MEMPHIS TN)
TN
03/09/2009 - 05/24/2011
ICBA SECURITIES (MEMPHIS TN)
TN
03/09/2009 - 05/24/2011
VINING SPARKS (MEMPHIS TN)
TN
04/30/2008 - 03/11/2009
J.J.B HILLIARD, W.L. LYONS, LLC (MEMPHIS TN)
IL
08/04/2006 - 03/27/2008
GRIFFIN, KUBIK, STEPHENS & THOMPSON, INC. (CHICAGO IL)
BOTH
Issued 06/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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