Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Clayton Bowen is a financial advisor with Osaic Wealth, Inc. with over 28 years of experience in the financial services industry. Robert is licensed and registered in a variety of states including California, Colorado, and Texas. Prior to joining Osaic Wealth, Inc. Robert was employed by Woodbury Financial Services, Inc. and Equity Services, Inc. Robert is a Registered Representative and an Investment Advisor Representative and holds the Series 63, 65, and 7 licenses along with the Securities Industry Essentials (SIE) exam. Robert specializes in a variety of financial services including financial planning, portfolio management, and pension consulting.
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.
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.
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CA
01/19/2024 - Present
Osaic Wealth, Inc. (LAFAYETTE CA)
CA
03/07/2002 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LAFAYETTE CA)
VT
07/03/1996 - 03/20/2002
EQUITY SERVICES, INC. (MONTPELIER VT)
IN
08/31/1993 - 06/28/1994
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 10/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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