Unclaimed
Shannon Bowerman is a financial advisor with Cetera Investment Advisers LLC. Shannon has over 7 years of experience in the financial services industry. Shannon has a Series 7 and Series 66 license and the SIE exam. Shannon is registered in Delaware, District of Columbia, Florida, Maryland, New York, Pennsylvania, Texas and Virginia. Shannon is also a partner in H.R. Bowerman Property Management and an agent/broker for SCC Fixed Insurance. Shannon has worked for Securian Financial Services Inc., Securian Capital Of The Chesepeake, Worthington Financial Partners, CETERA ADVISOR NETWORKS LLC, and Cetera Investment Advisers 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.
A percentage of the total value of assets under management is charged.
1
2
MD
08/10/2023 - Present
Cetera Investment Advisers LLC (TOWSON MD)
MD
08/30/2016 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Towson MD)
BOTH
Issued 09/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Shannon Bowerman is the right advisor for you? Invested Better is here to help.