Unclaimed
Paige Brooks Fowler is a financial advisor who has been in the industry since December 2006. Paige is currently registered with Edward Jones and has been with the firm since September 2013. Paige has experience with both individual and business clients. Paige is a Certified Financial Planner, and her areas of expertise include financial planning, pension consulting, and portfolio management for both businesses and individuals. Paige is registered in 21 states and has several designations, including a Series 66, Series 7, and SIE.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
05/02/2019 - Present
Edward Jones (KANSAS CITY MO)
PA
09/11/2009 - 09/10/2013
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CO
06/09/2008 - 09/09/2009
HARTFORD EQUITY SALES COMPANY INC. (GREENWOOD VILLAGE CO)
KS
09/11/2006 - 02/26/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (OVERLAND PARK KS)
BOTH
Issued 11/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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