Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bowen has over 20 years of experience in the financial industry. Robert is currently registered with Charles Schwab & CO., Inc. as a Registered Representative and Investment Advisor Representative in Arizona and California. Prior to joining Charles Schwab, Robert worked for USAA Financial Advisors, Inc., USAA Investment Management Company, American Express Financial Advisors Inc., IDS Life Insurance Company, and First Investors Corporation. Robert holds Series 6, 7, and 66 securities licenses and has also passed the Securities Industry Essentials (SIE) exam. Robert offers financial planning services and provides investment advice through Charles Schwab.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
05/26/2020 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
11/30/2005 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
TX
10/06/2003 - 11/30/2005
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
MN
01/02/2003 - 08/26/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/02/2003 - 08/26/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
09/23/2002 - 11/14/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 01/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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