Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
Not sure William Bowser is the right advisor for you? Invested Better is here to help.