Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Walker Bowman is a registered investment advisor with Stephens. William has been in the financial industry for over 20 years. William has a Series 63, 66 and 7 license and is registered to offer financial services in over 30 states. William is also registered with FINRA and the state of Arkansas. William has a variety of experience, including working with individuals, corporations, and other businesses. William offers a range of services, including financial planning, portfolio management, and education seminars.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AR
10/30/2013 - Present
Stephens (LITTLE ROCK AR)
TN
05/31/2000 - 09/06/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
AL
05/11/1999 - 05/15/2000
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
AR
07/14/1998 - 04/21/1999
STEPHENS INC. (LITTLE ROCK AR)
BOTH
Issued 06/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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