Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Bowen has been a financial advisor since May 1991. Currently, Thomas is registered with Cetera Investment Advisers LLC as a Registered Representative and Investment Advisor Representative in Oklahoma and Texas. Previously, Thomas worked for Securian Financial Services, Inc. from May 1991 to August 2023. Thomas holds the Series 6, 7, 62, and 63 licenses, as well as the SIE. Thomas also holds the Certified Financial Planner and Chartered Financial Consultant designations. Thomas specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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2
OK
08/10/2023 - Present
Cetera Investment Advisers LLC (TULSA OK)
OK
05/28/1991 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (TULSA OK)
BC
Issued 4/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 5/23/1997
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 5/24/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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