Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rona? Claim Your ProfileRona Lorraine Bowers is a financial advisor who has been in the industry since 2013. Rona is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has been with the firm since 2017. Prior to that, Rona was with TIAA-CREF Individual & Institutional Services, LLC in New York, NY and T. Rowe Price Investment Services, Inc. in Baltimore, MD. Rona has passed the Series 6, Series 63, and SIE exams and is licensed in all 50 states. Rona is a specialist in investments, insurance, and financial planning. Rona's practice focuses on working with high net worth individuals and corporations. Rona's approach to financial planning is tailored to each client's individual needs and goals. Rona believes that financial planning should be a collaborative process and works closely with her clients to develop and implement customized strategies.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
08/04/2017 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Durham NC)
NY
01/06/2005 - 06/03/2005
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
MD
08/15/2000 - 09/07/2004
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BC
Issued 08/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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