Unclaimed
Bryan Richard Bowers is a financial advisor with over 28 years of experience in the industry. Bryan has a diverse background, having previously worked with Securities America, Inc., Securities Service Network, LLC, Walnut Street Securities, Inc., and Mariner Financial Services, Inc. Bryan holds Series 63, 65, 7, 24, and SIE licenses. Bryan is currently registered with Osaic Wealth, Inc., in Adrian, Michigan, and Bloomfield Hills, Michigan. Bryan specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for individuals and businesses.
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.
1
2
MI
06/14/2024 - Present
Osaic Wealth, Inc. (ADRIAN MI)
MI
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (BLOOMFIELD HILLS MI)
MI
07/10/2013 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (BLOOMFIELD HILLs MI)
MI
06/23/1993 - 08/01/2011
WALNUT STREET SECURITIES, INC. (ADRIAN MI)
FL
08/25/1992 - 06/22/1993
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
IA
Issued 05/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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