Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sue? Claim Your ProfileSue Bowman has been in the financial industry since May 2003 and is currently registered as an Investment Adviser Representative with PFS Investments Inc. Sue Bowman is also registered in several states as a broker and is an active member of the financial industry. Sue Bowman has been involved in the sales of investment-related products, and may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products. Sue Bowman specializes in portfolio management for individuals and offers a variety of advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CO
02/20/2014 - Present
PFS Investments Inc. (BRIGHTON CO)
IA
Issued 11/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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