Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roosevelt? Claim Your ProfileRoosevelt DeWitt Bowman III is an investment advisor representative with Alliancebernstein LP, located in New York, NY. Roosevelt has been working in the financial industry for over 20 years. Roosevelt is registered with the state of New Jersey and New York. Roosevelt holds Series 3, 6, 7, 7TO, 63 and 66 licenses. Prior to joining Alliancebernstein LP, Roosevelt was a financial advisor at NEUBERGER BERMAN, LLC, SANFORD C. BERNSTEIN & CO., LLC, and SANFORD C. BERNSTEIN & CO., INC. Roosevelt is also an owner of CareerAccelerator Inc., a company that provides career development tips and tools.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
10/27/2023 - Present
Alliancebernstein LP (NEW YORK NY)
NY
04/22/2002 - 02/17/2009
NEUBERGER BERMAN, LLC (NEW YORK NY)
NY
12/07/2000 - 03/13/2002
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
07/11/2000 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
NY
06/29/1999 - 01/27/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 02/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/04/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2007
Series 3 - National Commodity Futures Examination
BC
Issued 07/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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