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Stephanie Kennedy Bowman

Lincoln Financial Distributors, Inc.

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About Stephanie Kennedy Bowman

Stephanie Bowman is a financial professional with over 13 years of experience in the financial services industry. Stephanie is currently registered with Lincoln Financial Distributors, Inc. and holds a Series 6 license as well as a Series 63 license. Stephanie has previously worked at Lincoln Financial Advisors Corporation and SunTrust Investment Services, Inc. Stephanie focuses on serving clients in the Greensboro, NC area.

Firm Information

Stephanie Bowman is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Stephanie Bowman’s Registration & Firm History

NC

05/06/2024 - Present

Lincoln Financial Distributors, Inc. (GREENSBORO NC)

NC

01/28/2015 - 05/09/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (Greensboro NC)

NC

02/19/2013 - 01/29/2015

LINCOLN FINANCIAL DISTRIBUTORS, INC. (GREENSBORO NC)

NC

06/17/2010 - 02/06/2013

SUNTRUST INVESTMENT SERVICES, INC. (SUMMERFIELD NC)

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Licenses & Designations

BC

Issued 07/15/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephanie Kennedy Bowman.
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