Unclaimed
Michael Bowen is a financial advisor with over 20 years of experience in the industry. Michael is registered with Ameriprise Financial Services, LLC and is currently licensed to provide financial advice in 19 states. Michael also holds the Series 66, Series 7 and SIE licenses. Michael has a strong track record of helping clients achieve their financial goals. Michael specializes in providing financial planning, portfolio management, and retirement planning services. Michael is committed to providing personalized service to each of his clients.
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.
1
2
VA
04/29/2003 - Present
Ameriprise Financial Services, LLC (Harrisonburg VA)
MN
03/05/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Bowen is the right advisor for you? Invested Better is here to help.