Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bryan Bowery has been in the financial services industry for over 20 years. David has experience in both the brokerage and investment advisory fields, starting his career with Merrill Lynch, Pierce, Fenner & Smith Incorporated in 2000. David's most recent role is with The Leaders Group, Inc., a firm based in Littleton, CO. He has a broad range of experience in the industry having also worked for H&R Block Financial Advisors, Inc., and Nationwide Securities, LLC. David is licensed to offer securities and advisory services in the states of Alabama, Georgia, North Carolina, Ohio, Tennessee, and Virginia. He has passed the Series 7, Series 66, and SIE exams.
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.
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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2
CO
07/01/2020 - Present
THE Leaders Group, Inc. (LITTLETON CO)
TN
10/24/2005 - 07/01/2020
NATIONWIDE SECURITIES, LLC (KINGSPORT TN)
MI
03/24/2003 - 10/07/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
10/11/2000 - 03/25/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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