Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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