Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bowman is a financial advisor with World Equity Group, Inc. David has been in the financial industry since 2001 and has experience working with a wide range of clients. David is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 66, and 65 licenses. David has a wide range of experience, including financial planning, portfolio management, and investment advisory services. David is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
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
FL
10/16/2020 - Present
World Equity Group, Inc. (Parrish FL)
FL
11/03/2004 - 06/13/2007
INTERSECURITIES, INC. (BRADENTON FL)
FL
06/05/2002 - 08/20/2004
HIGH MARK SECURITIES, INC. (LAKELAND FL)
FL
03/06/2002 - 06/04/2002
ELECTRONIC ACCESS DIRECT (SARASOTA FL)
MN
09/21/2000 - 02/14/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
IA
Issued 12/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Bowman is the right advisor for you? Invested Better is here to help.
