Unclaimed
Kevin Bowyer is a financial advisor at Wealth Enhancement Advisory Services, LLC, with over 20 years of experience in the industry. Kevin has a broad range of experience in financial planning and portfolio management. He is also a registered investment advisor representative in North Carolina and Texas. Kevin works with a wide range of clients including individuals, families, businesses and retirement plans. His clients' assets under management are primarily in the areas of pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
NC
12/01/2021 - Present
Wealth Enhancement Advisory Services, LLC (CHARLOTTE NC)
NC
04/20/2005 - 12/02/2021
CETERA ADVISOR NETWORKS LLC (CHARLOTTE NC)
NY
09/24/2002 - 03/31/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 10/07/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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