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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Rae Stowers is a registered investment advisor representative with CGN Advisors, LLC. Sheila Rae Stowers has been in the financial services industry since February 10, 1998. Sheila Rae Stowers is licensed to provide investment advisory services in the state of Texas. Sheila Rae Stowers has held previous roles at Charles Schwab & Co., Inc., DFA Securities Inc., CUE Financial Group, Inc., and Fidelity Brokerage Services LLC. Sheila Rae Stowers holds the Series 63, 65, and 66 securities licenses as well as the Series 7 general securities representative license.
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
KS
01/25/2012 - Present
CGN Advisors, LLC (MANHATTAN KS)
TX
02/02/2009 - 11/25/2009
CHARLES SCHWAB & CO., INC. (AUSTIN TX)
TX
10/19/2007 - 11/18/2008
DFA SECURITIES INC. (AUSTIN TX)
TX
09/07/2006 - 10/08/2007
CUE FINANCIAL GROUP, INC. (WIMBERLEY TX)
RI
02/10/1998 - 01/22/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 01/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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