Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lacy? Claim Your ProfileLacy Bowen is a financial professional with over 10 years of experience in the financial services industry. Lacy has held a variety of roles in both investment banking and wealth management, and has a strong understanding of the financial markets. Lacy currently works at Symetra Securities, Inc. Previously, Lacy worked at Waddell & Reed in Overland Park, Kansas, and IVY Distributors, Inc. in Overland Park, Kansas. Lacy holds a Series 7, Series 24, Series 51, Series 52TO, and Series 53 licenses. Lacy is also registered to conduct business in both Kansas and Washington.
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.
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.
1
2
WA
02/17/2022 - Present
Symetra Securities, Inc. (BELLEVUE WA)
KS
03/15/2019 - 01/29/2022
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
10/01/2012 - 10/07/2020
WADDELL & REED (OVERLAND PARK KS)
BOTH
Issued 01/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/15/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/27/2013
Series 24 - General Securities Principal Examination
BC
Issued 06/26/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lacy Bowen is the right advisor for you? Invested Better is here to help.
