Michael BobowskiCRD Number: 5624256
Current Firm: Securities America Advisors, Inc.
Michael Bobowski (CRD# 5624256) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Charlotte, NC and has over 8 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Securities America Advisors||Charlotte, NC||Feb 2016 - Current||1|
|Securities America Inc.||Charlotte, NC||Feb 2016 - Current||1|
|Massmutual Life Insurance Company||Charlotte, NC||Jan 2010 - Current||7|
|Mml Investors Services Inc.||Charlotte, NC||Jan 2010 - Current||7|
|Nylife Securities LLC||Charlotte, NC||May 2009 - Oct 2009||< 1|
|New York Life Ins Co||Charlotte, NC||Dec 2008 - Oct 2009||< 1|
|Unemployed||Charlotte, NC||Aug 2008 - Dec 2008||< 1|
|Countrywide||Charlotte, NC||Jan 2006 - Jul 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2009|
|S65||NASAA Investment Advisors Law Examination||Sep 2010|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV