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Donna Rae Bowen

Fairway Investment Group, LLC

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About Donna Rae Bowen

Donna Rae Bowen is a registered investment advisor representative with Fairway Investment Group, LLC. Donna has been in the financial services industry since 1993 and is licensed to sell securities in Michigan. She specializes in investment advisory services for individuals and offers educational seminars. Donna has a diverse background with previous experience at Metropolitan Life Insurance Company and MEA Financial Services. She holds a Series 6, 7TO, 63 and 66 license.

Firm Information

Donna Bowen is currently registered with Fairway Investment Group, LLC. Fairway Investment Group, LLC is an investment advisor with 24 licensed agents and 23 investment advisor representatives. They manage approximately $51 million in assets for 523 individual clients. They offer educational seminars and portfolio management for individuals.

$51.00M

Assets Under Management

Not reported

Total Clients

22

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Donna Bowen’s Registration & Firm History

MI

03/21/2024 - Present

Fairway Investment Group, LLC (Midland MI)

NA

04/02/1993 - 06/29/1994

METLIFE SECURITIES INC.

NA

04/02/1993 - 06/29/1994

METROPOLITAN LIFE INSURANCE COMPANY

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Licenses & Designations

BOTH

Issued 03/16/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/01/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/27/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/03/2023

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donna Rae Bowen.
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