Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Scott Bowles is a financial advisor with LPL Financial LLC. Mitchell has been a registered representative for over 27 years and has experience in the financial industry since 1995. Mitchell specializes in financial planning, portfolio management, and consulting services for individuals, businesses, and charitable organizations. Mitchell has passed a number of securities exams including the Series 3, 7, 9, 10, 63, and 65. Mitchell has also been registered in both Oklahoma and Texas. Mitchell is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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
TX
07/07/2022 - Present
LPL Financial LLC (WICHITA FALLS TX)
TX
06/01/2009 - 05/23/2022
MORGAN STANLEY (Wichita Falls TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DALLAS TX)
TX
03/24/2006 - 04/02/2007
MORGAN STANLEY DW INC. (WICHITA FALLS TX)
TX
03/07/1995 - 03/30/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WICHITA FALLS TX)
IA
Issued 03/29/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/20/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2010
Series 3 - National Commodity Futures Examination
BC
Issued 03/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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