Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobbie? Claim Your ProfileBobbie Gene Chapman is a financial advisor with Global View Capital Management LLC in Waukesha, WI. Bobbie Chapman has been in the industry since 2001 and has Series 6, 26, 63 and 65 licenses. Bobbie Gene Chapman is also an insurance agent and has experience in fixed insurance products for multiple provider companies. They are a part of The Hunter Logan Group and Global View Capital Advisors, LLC, and have expertise in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
01/02/2014 - Present
Global View Capital Management LLC (WAUKESHA WI)
WI
11/08/2010 - 09/20/2011
THE STRATEGIC FINANCIAL ALLIANCE, INC. (WAUKESHA WI)
WI
04/12/2002 - 11/09/2010
WORLD GROUP SECURITIES, INC. (WAUKESHA WI)
GA
08/07/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 01/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Bobbie Chapman is the right advisor for you? Invested Better is here to help.
