Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Jarboe Bowman has been in the financial services industry since May 1996 and is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Michelle holds licenses to sell securities in 41 states, as well as the District of Columbia. Michelle specializes in providing financial planning and advisory services for individuals, businesses, and institutional clients. Michelle has experience in portfolio management and financial planning. Michelle is dedicated 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MD
12/04/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ANNAPOLIS MD)
NY
05/28/1996 - 02/10/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/08/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michelle Bowman is the right advisor for you? Invested Better is here to help.
