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William Charles jerome Bowser

Ages Financial Services, Ltd.

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About William Charles jerome Bowser

William Bowser is a financial advisor with over four years of experience in the industry. Currently, William Bowser is registered with Ages Financial Services, Ltd., and holds Series 7, 63, and 79 licenses. William Bowser has held previous roles with firms such as Cambridge International Partners LLC and J.P. Morgan Securities LLC. William Bowser has a strong understanding of the financial markets and can help you achieve your financial goals.

Firm Information

William Bowser is currently registered with Ages Financial Services, Ltd.. Ages Financial Services, Ltd. is a corporation registered in 53 states and the District of Columbia. It was formed on June 25, 1984. The firm has been approved by the SEC and has received three regulatory event disclosures and two arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

26

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.

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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William Bowser’s Registration & Firm History

CT

05/12/2023 - Present

Ages Financial Services, Ltd. (Stamford CT)

NY

09/02/2021 - 05/08/2023

CAMBRIDGE INTERNATIONAL PARTNERS LLC (NEW YORK NY)

MA

03/25/2019 - 05/11/2021

J.P. MORGAN SECURITIES LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 04/25/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/20/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 03/25/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/19/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Charles jerome Bowser.
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