Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooke? Claim Your ProfileBrooke Bowerman is a financial advisor with over 20 years of experience in the industry. Brooke is currently registered with Osaic Wealth, Inc. and holds a Series 6, 7, 63, and 65 license. Brooke previously worked with Signator Investors, Inc., Securian Financial Services, Inc., Key Investment Services LLC, NatCity Investments, Inc., NatCity Insurance Services, Inc., Fifth Third Securities, Inc., and Federated Securities Corp. Brooke provides financial planning and investment advice to individuals, businesses, and charitable organizations.
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.
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2
OH
12/14/2012 - Present
Osaic Wealth, Inc. (TOLEDO OH)
OH
12/15/2010 - 12/18/2012
SIGNATOR INVESTORS, INC. (MAUMEE OH)
OH
09/12/2007 - 12/08/2010
SECURIAN FINANCIAL SERVICES, INC. (TOLEDO OH)
OH
03/16/2006 - 08/23/2007
KEY INVESTMENT SERVICES LLC (TOLEDO OH)
OH
05/04/2000 - 01/30/2006
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
06/05/2001 - 09/05/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
OH
10/26/1999 - 03/16/2000
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
PA
07/30/1998 - 07/16/1999
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
IA
Issued 02/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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