Unclaimed
Nicholas Bowar is a registered representative and investment advisor representative with Equitable Advisors, LLC. Nicholas holds Series 7TO, SIE, and Series 66 licenses. Nicholas has been in the financial services industry for over 10 years. Nicholas has experience in various roles, including working at Dicks Sporting Goods, Best Buy, Summit at Snoqualmie, and Engel & Voelkers Kirkland. Nicholas specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Nicholas also conducts educational seminars.
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.
1
2
WA
04/26/2024 - Present
Equitable Advisors, LLC (BELLEVUE WA)
BOTH
Issued 04/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Nicholas Bowar is the right advisor for you? Invested Better is here to help.