Unclaimed
Steven Lind Bowlds is an investment advisor representative with USA Financial Securities LLC. Steven is licensed to provide investment advice in Arizona, Arkansas, California, Colorado, Florida, Illinois, Indiana, Kansas, Missouri, Oklahoma and Texas. Steven has been in the securities industry for over 20 years and has experience in providing financial planning, portfolio management and selection of other advisors. Steven has previously worked at Kalos Capital, Inc. and Legacy Financial Services, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OK
09/15/2016 - Present
USA Financial Securities LLC (Sand Springs OK)
OK
01/05/2006 - 10/02/2006
KALOS CAPITAL, INC. (SAND SPRINGS OK)
CA
09/11/2000 - 11/02/2004
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
IA
Issued 04/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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