Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Pauline Bowes is an investment advisor representative with IMA Advisory Services, Inc., located in Wichita, KS. Nancy has been in the financial services industry since 1995. She is a registered investment advisor in Kansas and Texas. Nancy has a strong background in financial planning, portfolio management, and pension consulting. Nancy holds the Series 7, Series 63, Series 65, and SIE licenses.
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.
A percentage of the total value of assets under management is charged.
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KS
07/07/2016 - Present
IMA Advisory Services, Inc. (Wichita KS)
KS
06/14/2011 - 12/15/2023
IMA WEALTH (WICHITA KS)
NJ
09/08/1998 - 07/18/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
07/24/1995 - 09/03/1998
FAHNESTOCK & CO., INC. (NEW YORK NY)
BC
Issued 07/22/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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