Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sallie? Claim Your ProfileSallie Bower is an active investment advisor representative with Raymond James Financial Services Advisors, Inc. in Kokomo, Indiana. Sallie has been in the industry since 2001 and has experience with several firms including Cambridge Investment Research, Inc., GunnAllen Financial, Inc, NFP Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Oberlin Financial Corp.. Sallie is registered to provide investment advice in Indiana and Georgia. Sallie Bower has earned her Series 66, Series 24, and Series 7 licenses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IN
10/19/2010 - Present
Raymond James Financial Services Advisors, Inc. (KOKOMO IN)
IN
02/26/2010 - 11/03/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (KOKOMO IN)
IN
12/15/2008 - 03/10/2010
GUNNALLEN FINANCIAL, INC (KOKOMO IN)
IN
02/12/2008 - 07/02/2008
NFP SECURITIES, INC. (KOKOMO IN)
IN
05/05/2006 - 01/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WAYNE IN)
OH
08/31/2005 - 04/24/2006
OBERLIN FINANCIAL CORP. (BRYAN OH)
NY
08/31/2000 - 08/18/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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