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Bruce E. Bower

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CRD#: 716475
BB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bruce Edward Bower was a registered financial professional .

Bruce is a previously registered financial professional and started their career in finance in 1980. Bruce had worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 28 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 12, 1995 - January 14, 2016

SMC FINANCIAL, INC.

BD
CRD#: 37373
LEAWOOD, KS
Past

July 21, 1993 - November 27, 2018

WEALTH MANAGEMENT ADVISORS INC

RIA
CRD#: 106521
LEAWOOD, KS
Past

January 3, 1989 - January 16, 1995

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
SCOTTSDALE, AZ
Past

May 27, 1986 - December 31, 1988

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

August 29, 1985 - May 5, 1986

CINCINNATI ANALYSTS, INC.

BD
CRD#: 5478
Past

August 6, 1984 - August 29, 1985

FSC SECURITIES CORPORATION

BD
CRD#: 7461
Past

August 25, 1983 - August 21, 1984

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

September 26, 1980 - August 12, 1983

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/29/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 28
Date: 12/14/1994
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/29/1994
General Securities Principal Examination

Current Firm


SF
SMC FINANCIAL, INC.
SMC FINANCIAL, INC.

CRD#: 37373 / SEC#: , 8-47719

BD
Terminated by SEC on 03/14/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Kansas since 09/26/1994
Firm type
Corporation
Fiscal year end
January
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BOWER, BRUCE EDWARDCEO/CCO716475
BOWER, BRUCE EDWARDPRESIDENT716475

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SMC FINANCIAL, INC.

CRD#: 37373

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