Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Bowman is a financial advisor with Navy Federal Investment Services, LLC. Kevin has been in the financial industry since 1996 and has been with Navy Federal since 2024. Kevin holds a Series 6, 7, 24, 63, and 65 licenses. Kevin specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Kevin has experience working at USAA Investment Management Company, USAA Financial Advisors, Inc, Victory Capital Management Inc, and Victory Capital Advisers, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
09/09/2024 - Present
Navy Federal Investment Services, LLC (San Antonio TX)
TX
01/20/2020 - 11/08/2023
VICTORY CAPITAL SERVICES, INC. (San Antonio TX)
TX
09/06/2007 - 07/07/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
05/13/1996 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 04/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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