Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bowman is a financial advisor with Sanctuary Advisors, LLC. Robert has been in the financial services industry since November 2015. Robert holds the Series 66, Series 7, and SIE licenses. Robert is a Certified Financial Planner. Robert is registered in 34 states and 2 investment advisor jurisdictions. Robert is located in New Haven, Connecticut.
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.
1
2
CT
09/13/2024 - Present
Sanctuary Advisors, LLC (NORTH HAVEN CT)
BOTH
Issued 01/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Bowman is the right advisor for you? Invested Better is here to help.
