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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Bowman is a financial advisor with over 15 years of experience in the industry. Rebecca began her career at Manning & Napier Investor Services, Inc. in 2007 and joined Morgan Stanley in 2010. Rebecca is a licensed investment advisor in Connecticut, New York, and Texas, holding the Series 3, 7, 63 and 65 licenses. Rebecca provides financial planning services to individuals, families, and businesses. Rebecca 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
02/23/2011 - Present
Morgan Stanley (Pittsford NY)
NY
04/10/2007 - 01/09/2009
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
IA
Issued 02/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2011
Series 3 - National Commodity Futures Examination
BC
Issued 04/09/2007
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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