Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Bowman Bear is a financial advisor with Wells Fargo Clearing Services, LLC in Montgomery, Alabama. Fred has been in the industry since January 19, 1989. Fred holds multiple securities licenses and licenses to offer investment advice. Fred holds the Series 7, Series 52, Series 63 and Series 65 licenses. Fred also holds state securities licenses in 23 states. Fred provides investment consulting services, financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and more.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
09/16/2016 - Present
Wells Fargo Clearing Services, LLC (MONTGOMERY AL)
NC
12/04/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
AL
01/20/1989 - 12/15/1998
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
IA
Issued 04/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1987
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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