Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Bowling is a financial advisor with over 30 years of experience in the financial services industry. Richard has worked with several leading financial institutions, including Citigroup Global Markets Inc., Morgan Stanley Smith Barney, and now ISC Advisors, Inc. Richard is a Series 6, 7, 31, and 66 licensed advisor. Richard holds the SIE designation and specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutional clients.
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.
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
TX
03/24/2016 - Present
ISC Advisors, Inc. (DALLAS TX)
MI
06/01/2009 - 04/06/2016
MORGAN STANLEY (GRAND RAPIDS MI)
MI
04/23/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GRAND RAPIDS MI)
MI
07/19/1996 - 04/24/2001
INDEPENDENCE ONE BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)
WI
01/14/1994 - 04/29/1997
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
01/14/1994 - 07/18/1996
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 10/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Bowling is the right advisor for you? Invested Better is here to help.
