Daniel Bowman
Professional Summary
Daniel Bowman is a registered financial advisor currently at M&A SECURITIES GROUP, INC. located in Wadsworth, Ohio. Daniel is registered as a RR (Registered Representative) and started their career in finance in 2020. Daniel has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
6 years in the financial services industry
Current & Past Employments
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Current Firm
M&A SECURITIES GROUP, INC. | TOWER BROKERAGE SERVICES, INC.
Contact Information
Main Address
4151 N. Mulberry Drive Suite 252, Kansas City, MO 64116Mailing Address
4151 N. Mulberry Drive Suite 252, Kansas City, MO 64116Phone Number
(816) 888-7920Established
Kansas since 12/18/1995Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (48 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(2/14/2020)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Feb 2020About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Daniel Bowman's CRS (Customer Relationship Summary).
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