Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam J. Bowie is a financial advisor at Cambridge Investment Research Advisors, Inc. based in Syosset, NY. William has been in the financial services industry since 2017. William holds Series 66, SIE and Series 7 licenses and has a bachelor's degree from the University of Pennsylvania. He has experience working with individuals, families, and businesses. William specializes in providing financial planning, investment management, and retirement planning services. His primary clients are high-net-worth individuals, but he also works with other individuals, families, and businesses. William is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
04/09/2021 - Present
Cambridge Investment Research Advisors, Inc. (Syosset NY)
NY
04/28/2017 - 04/18/2019
MORGAN STANLEY (GARDEN CITY NY)
BOTH
Issued 05/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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