Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam D. Bowers is a financial advisor with over 9 years of experience in the industry. William has a Series 7, Series 66, and SIE licenses. William is currently registered with BOK Financial Securities, Inc. and has previously been registered with AXA Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William is based in Oklahoma City, Oklahoma and specializes in providing financial advice to individuals, corporations, and charitable organizations. William is committed to providing his clients with personalized financial advice that meets their unique needs.
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.
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.
Furnishes advice about securities in any manner not described above.
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
OK
12/03/2018 - Present
BOK Financial Securities, Inc. (Oklahoma City OK)
OK
05/28/2015 - 12/13/2018
AXA ADVISORS, LLC (OKLAHOMA CITY OK)
OK
07/31/2014 - 03/20/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OKLAHOMA CITY OK)
BOTH
Issued 09/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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