Unclaimed
Michael Bowen is an investment advisor representative with Hightower Advisors, LLC, based in Scottsdale, Arizona. Michael has been in the financial services industry since 2000 and has a broad range of experience in providing investment advice. Michael holds Series 7, 24, 63, and 66 licenses. Before joining Hightower Advisors, LLC, Michael worked at Purshe Kaplan Sterling Investments, AIG Financial Advisors, Inc., SunAmerica Securities, Inc. and Charles Schwab & Co., Inc. Michael provides financial planning, portfolio management and treasury management services to individuals, families, businesses and charitable organizations.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
AZ
11/14/2018 - Present
Hightower Advisors, LLC (Scottsdale AZ)
AZ
03/31/2008 - 10/25/2018
PURSHE KAPLAN STERLING INVESTMENTS (SCOTTSDALE AZ)
AZ
10/31/2005 - 04/11/2008
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
11/02/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
07/28/2000 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 01/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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