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 with over 20 years of experience in the financial services industry. Christopher is currently registered with Creativeone Wealth, LLC. Prior to that, Christopher held various roles at different firms including AEON CAPITAL INC, ACCELERATED CAPITAL GROUP, MERIDIAN UNITED CAPITAL, LLC, and G.F. INVESTMENT SERVICES, LLC. Christopher holds multiple industry licenses including Series 63, Series 66, and Series 24. Christopher specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Christopher is also a member of PWA PARTNERS, LLC trade name Prospect Wealth Advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Sub-adviser fees/solicitor fees
1
2
KS
10/18/2022 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
AZ
12/20/2017 - 01/02/2020
AEON CAPITAL INC (Scottsdale AZ)
AZ
02/21/2012 - 01/16/2018
ACCELERATED CAPITAL GROUP (SCOTTSDALE AZ)
AZ
05/21/2008 - 02/21/2012
MERIDIAN UNITED CAPITAL, LLC (SCOTTSDALE AZ)
AZ
08/05/2005 - 06/17/2008
G.F. INVESTMENT SERVICES, LLC (SCOTTSDALE AZ)
CA
06/29/2005 - 08/02/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CA
11/01/2004 - 04/29/2005
MB TRADING (EL SEGUNDO CA)
NY
10/11/2001 - 10/09/2002
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
01/29/1997 - 10/30/2001
M.S. FARRELL & COMPANY, INC. (SYOSSET NY)
CA
06/22/1995 - 05/14/1997
THE BOSTON GROUP (LOS ANGELES CA)
NY
07/09/1992 - 11/16/1992
M.S. FARRELL & COMPANY, INC. (SYOSSET NY)
AZ
10/30/1991 - 06/04/1992
FRANKLIN-LORD, INC. (SCOTTSDALE AZ)
BOTH
Issued 07/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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