Unclaimed
Sharon Bowen is an investment advisor representative with Snowden Capital Advisors LLC, based in Pittsburgh, PA. Sharon has been in the securities industry since 2000. Sharon has a wide range of experience in the financial services industry and holds several licenses and certifications. Sharon has worked with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated in the past. Sharon is registered in 17 states and the District of Columbia.
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
NY
12/06/2017 - Present
Snowden Capital Advisors LLC (NEW YORK NY)
PA
02/18/2014 - 11/07/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PITTSBURGH PA)
NY
12/15/2010 - 02/05/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ASTORIA NY)
NY
11/24/2008 - 10/06/2009
MITSUBISHI UFJ SECURITIES (USA), INC. (NEW YORK NY)
NY
06/11/2004 - 04/18/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/27/2000 - 05/12/2004
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
IA
Issued 01/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2001
Series 3 - National Commodity Futures Examination
BC
Issued 12/21/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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