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Vanessa Nicole Bowser

Charles Schwab & CO., Inc.

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About Vanessa Nicole Bowser

Vanessa Nicole Bowser is a financial advisor with Charles Schwab & CO., Inc. Vanessa has been in the financial services industry since 2005. Vanessa holds a Series 7 and Series 63 license. Vanessa is registered to provide financial advice in Arizona and California. Previously, Vanessa was a financial advisor with Chase Investment Services Corp. in Phoenix, Arizona, and Banc of America Investment Services, Inc. in Boston, Massachusetts. Vanessa is experienced in working with a wide range of clients, including individuals, families, and businesses. Vanessa is dedicated to providing her clients with personalized financial advice and guidance.

Firm Information

Vanessa Bowser is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Vanessa Bowser’s Registration & Firm History

AZ

12/09/2014 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

AZ

09/13/2007 - 06/25/2009

CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)

MA

10/20/2004 - 09/13/2005

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NY

03/07/2000 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

TX

05/28/1998 - 03/03/2000

FISERV INVESTOR SERVICES, INC. (HOUSTON TX)

NY

02/25/1998 - 03/19/1998

DUKE & CO., INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/12/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 6 public disclosures for Vanessa Nicole Bowser. Review regulatory record here.
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