Unclaimed
William Bowmer is a financial advisor currently working at Lincoln International LLC. William is a licensed advisor in California, Illinois, New York and Texas. William has been in the industry since December 24, 2005. Prior to joining Lincoln International LLC, William worked at Barclays Capital Inc. and Lehman Brothers Inc. William holds FINRA Series 7, 79TO, 24 and SIE licenses.
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.
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.
1
2
CA
08/30/2017 - Present
Lincoln International LLC (San Francisco CA)
CA
09/22/2008 - 08/18/2017
BARCLAYS CAPITAL INC. (MENLO PARK CA)
CA
12/14/2005 - 09/22/2008
LEHMAN BROTHERS INC. (MENLO PARK CA)
BC
Issued 09/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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