Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Bowman is a financial advisor at Lifeworks Advisors, LLC. Christopher has been a registered representative since 2013 and has experience working with both individuals and businesses. Christopher is a Certified Financial Planner® and holds a Series 6, Series 7 and Series 66 license. Christopher specializes in financial planning, portfolio management, and pension consulting. Christopher has a history of working at JPMorgan Securities, LLC, LPL Financial, LLC and is now with Lifeworks Advisors, LLC.
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.
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
01/18/2023 - Present
Lifeworks Advisors, LLC (GRAND RAPIDS MI)
IL
09/09/2020 - 02/21/2023
LPL FINANCIAL LLC (DOWNERS GROVE IL)
IL
04/04/2013 - 09/17/2020
J.P. MORGAN SECURITIES LLC (WHEATON IL)
BOTH
Issued 02/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Christopher Bowman is the right advisor for you? Invested Better is here to help.
