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Daniel Martin Bowen

Wedbush & CO., LLC

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About Daniel Martin Bowen

Daniel Bowen is a financial professional with over 20 years of experience in the industry. Daniel is currently registered with Wedbush & Co., LLC and Wedbush Securities Inc. Daniel has held previous positions with PIPER JAFFRAY & CO., MCFARLAND DEWEY SECURITIES CO., L.P., and UBS WARBURG LLC. Daniel holds the Series 7, Series 63, SIE, Series 79TO, and Series 99TO licenses. Daniel is registered to provide securities services in 17 states across the US.

Firm Information

Daniel Bowen is currently registered with Wedbush & CO., LLC. Wedbush & CO., LLC is a Limited Liability Company formed on June 23, 2021. They are registered in 20 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Daniel Bowen’s Registration & Firm History

CT

02/07/2024 - Present

Wedbush & CO., LLC (Greenwich CT)

MN

06/16/2004 - 09/28/2015

PIPER JAFFRAY & CO. (MINNEAPOLIS MN)

NY

11/12/2002 - 07/19/2004

MCFARLAND DEWEY SECURITIES CO., L.P. (NEW YORK NY)

NY

02/05/2001 - 02/01/2002

UBS WARBURG LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/09/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/12/2024

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Daniel Martin Bowen.
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