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 is a financial professional with over 30 years of experience in the industry. Thomas currently works at Cetera Investment Advisers LLC, a firm with over 100,000 clients and $104 billion in assets under management. Cetera offers a wide range of financial services, including financial planning, portfolio management, and pension consulting. Thomas holds a Series 6, 7, 62, and 63 licenses and is a Certified Financial Planner and Chartered Financial Consultant. Before joining Cetera, Thomas worked at Securian Financial Services, Inc. for over 20 years. Thomas is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
1
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 04/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1997
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/24/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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