Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Bowman is a financial advisor with Janney Montgomery Scott LLC. Robert has been in the industry since 1986. Robert has a variety of experience, having worked with National Securities Corporation, Snowden Account Services LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated before joining Janney Montgomery Scott LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
06/10/2020 - Present
Janney Montgomery Scott LLC (RADNOR PA)
NY
09/05/2017 - 02/16/2018
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
09/16/2014 - 09/11/2017
SNOWDEN ACCOUNT SERVICES LLC (NEW YORK NY)
PA
12/21/1983 - 07/29/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)
BOTH
Issued 06/09/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1994
Series 3 - National Commodity Futures Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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