Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Baines Bowens is an active investment advisor representative with Osaic Wealth, Inc. in Cary, North Carolina. Stephanie has been in the industry since 1997 and has experience with TRIAD ADVISORS LLC, FINANCIAL NETWORK INVESTMENT CORPORATION, SUNTRUST INVESTMENT SERVICES, INC., NCF FINANCIAL SERVICES, INC., INVEST FINANCIAL CORPORATION, BB&T INVESTMENT SERVICES, INC., and DEAN WITTER REYNOLDS INC. Stephanie holds several licenses including Series 63, Series 65, Series 7, Series 31, Series 6TO, and SIE. She is registered with the state of North Carolina, as well as with Florida, Maryland, Nevada, Pennsylvania, Tennessee, West Virginia, and Wisconsin. Stephanie offers financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. Stephanie is also involved in several other business ventures including S. Bowens Management & Consulting, LLC, Premier Wealth Resources, LLC, Chrysalis Capital Mgmt, WHIP RIDESHARE, APPOINTMENT WITH MULTIPLE CARRIER, Ladenburg Thalmann Annuity Insurance Services LLC, Alliance of AIDS Service, and Hope Center at Pullen.
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
NC
08/23/2024 - Present
Osaic Wealth, Inc. (Cary NC)
NC
04/04/2011 - 08/23/2024
TRIAD ADVISORS LLC (Cary NC)
NC
12/13/2007 - 04/05/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (RALEIGH NC)
NC
01/03/2005 - 01/08/2008
SUNTRUST INVESTMENT SERVICES, INC. (CARY NC)
NC
09/30/2002 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
WI
07/11/2000 - 09/30/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
NC
07/14/1998 - 07/03/2000
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
08/21/1997 - 04/29/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 08/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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