Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Bowman has been working in the financial services industry since May 2, 2000. Henry is currently registered with Osaic Wealth, Inc. and has been with the firm since January 2024. Henry has also held previous positions with Woodbury Financial Services, Inc., Questar Capital Corporation, OneAmerica Securities, Inc., BMO Harris Financial Advisors, Inc., M&I Financial Advisors, Inc, BOSC, INC., and Fidelity Brokerage Services, Inc. Henry holds the following licenses: Series 6, Series 7, Series 24, Series 63, Series 65, and SIE. Henry specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Henry has also been involved in other business ventures.
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
01/19/2024 - Present
Osaic Wealth, Inc. (Naples FL)
KS
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
11/29/2016 - 03/01/2019
QUESTAR CAPITAL CORPORATION (OVERLAND PARK KS)
MO
10/06/2015 - 12/14/2016
ONEAMERICA SECURITIES, INC. (Kansas City MO)
WI
08/01/2012 - 10/01/2015
BMO HARRIS FINANCIAL ADVISORS, INC. (WEST ALLIS WI)
MO
09/22/2004 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (KANSAS CITY MO)
OK
01/23/2004 - 06/01/2004
BOSC, INC. (TULSA OK)
NA
09/23/1992 - 07/20/1993
FIDELITY BROKERAGE SERVICES, INC.
BC
Issued 02/19/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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