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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Bowman is a financial advisor with over 40 years of experience in the industry. Stephen is a Registered Representative (RR) and Investment Advisor Representative (IAR) with Ameriprise Financial Services, LLC. Stephen is based in Grand Rapids, MI and serves clients in Alabama, Colorado, Illinois, Michigan, New Hampshire, Ohio, Texas, and Virginia. Stephen has passed the Series 63, 66, 7, 8, 9, 10, and SIE exams. Stephen has a strong history of working for firms such as Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Ameriprise Financial Services, LLC, A. G. Edwards & Sons, Inc. and PaineWebber Incorporated. Stephen specializes in providing financial advice for individuals, families, small businesses, corporations, charitable organizations, pension and profit-sharing plans, trusts, and estates. Stephen provides financial planning services, asset allocation services, portfolio management, educational seminars and selection of other advisors. Stephen is committed to helping clients achieve their financial goals.
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.
Asset allocation services
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.
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2
MI
01/09/2023 - Present
Ameriprise Financial Services, LLC (Grand Rapids MI)
MI
01/01/2008 - 11/23/2021
WELLS FARGO CLEARING SERVICES, LLC (GRAND RAPIDS MI)
MI
01/21/1985 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GRAND RAPIDS MI)
NA
09/04/1981 - 01/02/1985
PAINEWEBBER INCORPORATED
BOTH
Issued 12/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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