Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Bowman is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Stephen is a licensed investment advisor representative in Arizona, Iowa and Texas, and has worked in the financial services industry since 1990. Stephen is also a registered representative with FINRA. Stephen has worked at Wells Fargo Clearing Services, LLC, UBS Financial Services Inc., and Piper Jaffray & Co. Stephen also owns and operates Bowman Properties, BG Capital LLC, and Bowman Wealth Management.
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.
Investment consulting services to institutional 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.
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2
IA
10/07/2022 - Present
Wells Fargo Advisors Financial Network, LLC (WEST DES MOINES IA)
IA
12/05/2011 - 10/07/2022
WELLS FARGO CLEARING SERVICES, LLC (WEST DES MOINES IA)
IA
08/12/2006 - 12/13/2011
UBS FINANCIAL SERVICES INC. (WEST DES MOINES IA)
IA
09/09/1998 - 08/12/2006
PIPER JAFFRAY & CO. (OSKALOOSA IA)
MO
04/24/1990 - 08/03/1998
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 03/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/25/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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