Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene George Bowan is a financial advisor and Investment Advisor Representative. Eugene Bowan has been active in the financial industry since 1992 and is currently registered with Valley Wealth Strategies, LLC in Lake Forest, California. Prior to this role, Eugene worked at NATIONAL PLANNING CORPORATION, ARAGON FINANCIAL SERVICES, INC., WASHINGTON SQUARE SECURITIES, INC., CIGNA FINANCIAL ADVISORS, INC., SENTRA SECURITIES CORPORATION, ADVANTAGE CAPITAL CORPORATION, and SME CAPITAL MANAGEMENT CORPORATION. Eugene Bowan has obtained multiple certifications, including the Series 6, 7, 63, and 65 exams and the SIE exam. Eugene is also a Certified Estate Planner. Eugene Bowan provides financial planning and portfolio management services to individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
CA
10/20/2017 - Present
Valley Wealth Strategies, LLC (Lake Forest CA)
CA
12/18/1998 - 11/29/2017
NATIONAL PLANNING CORPORATION (LAKE FOREST CA)
CA
08/22/1994 - 12/18/1998
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
CT
10/02/1996 - 06/18/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
PA
05/27/1994 - 08/17/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
10/27/1988 - 01/19/1989
SENTRA SECURITIES CORPORATION
NA
02/12/1988 - 10/31/1988
ADVANTAGE CAPITAL CORPORATION
NA
10/31/1987 - 10/31/1988
SME CAPITAL MANAGEMENT CORPORATION
NA
09/15/1986 - 12/31/1987
ADVANTAGE CAPITAL CORPORATION
IA
Issued 07/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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