Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bowerman is an active investment advisor representative with Wells Fargo Clearing Services, LLC. Daniel has been in the industry since January 31, 1995. Daniel is registered with the state of Wisconsin and is licensed to provide investment advice in several states. Daniel previously worked for Robert W. Baird & Co. Incorporated and ADM Securities, Inc.. Daniel has a strong background in the financial industry, with experience in providing investment advice to individuals and institutions.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
01/02/2003 - Present
Wells Fargo Clearing Services, LLC (WAUKESHA WI)
WI
12/01/1995 - 01/03/2003
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IL
02/01/1995 - 12/05/1995
ADM SECURITIES, INC. (CHICAGO IL)
IA
Issued 06/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1989
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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