linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph Peter Bowman

Credit Union Investment Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph Peter Bowman

Joseph Peter Bowman is a financial advisor registered in North Carolina. He is currently employed with Credit Union Investment Services. Joseph has been in the industry since 2013 and has a Series 63, 65 and 7TO licenses. Joseph is a financial advisor and provides financial planning and portfolio management services to individuals. He is a specialist in the areas of retirement planning, college savings planning and investment management. Joseph is committed to providing his clients with personalized financial advice and guidance. He is a member of the State Employees' Credit Union, SECU Life Insurance Company and Members Trust Company.

Firm Information

Joseph Bowman is currently registered with Credit Union Investment Services. Credit Union Investment Services, with 253 licensed agents, provides financial planning and portfolio management for individuals. They also offer educational seminars.

Not reported

Assets Under Management

35,000

Total Clients

237

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Bowman’s Registration & Firm History

NC

04/05/2022 - Present

Credit Union Investment Services (Cary NC)

Not sure if Joseph Peter Bowman is right for you?

Licenses & Designations

IA

Issued 04/05/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/03/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/18/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/15/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/06/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Peter Bowman.
Not sure if Joseph Peter Bowman is right for you?