Unclaimed
Lina Bowman is a financial advisor registered with Commonwealth Financial Network and has been in the financial services industry since 1996. Lina is licensed to provide investment advice in 13 states. Lina previously worked at Sigma Financial Corporation, New England Securities, and Royal Alliance Associates. Lina has also held a Series 65 license since 2001. Lina has a special emphasis on helping investors with insurance, financial planning, investments, and more.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
12/10/2013 - Present
Commonwealth Financial Network (St. Clair Shores MI)
MI
11/16/2009 - 12/09/2013
SIGMA FINANCIAL CORPORATION (GROSSE POINTE MI)
MI
10/29/2008 - 11/23/2009
NEW ENGLAND SECURITIES (SOUTHFIELD MI)
MI
02/07/2003 - 11/03/2008
ROYAL ALLIANCE ASSOCIATES, INC. (GROSSE POINTE MI)
AZ
06/06/1997 - 01/03/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
07/19/1996 - 06/06/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 12/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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