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Nicholas Bowman, Certified financial planner®, Certified estate planner®, MS Personal financial planning
Nicholas Bowman, Certified financial planner®, Certified estate planner®, MS Personal financial planning
i am a subject matter expert in a variety of areas, including:
i am a subject matter expert in a variety of areas, including:
Alternative Investments & Complex Products
AML & Financial Crimes
Anti-Money Laundering
Annuities (Fixed & Variable)
Broker-Dealer Procedures
Captive Insurance
Cyber Security
Data: Analyses & Analytics
Due Diligence
Fiduciary Standards
Foreign National Planning
Indexed Products (Life & Annuities)
Institutional Securities
Insurance (Fixed & Variable)
Insurance and Actuarial Services
Options
Python Data Analytics
Premium Financing
Retail Securities
Registered Investment Advisers
Split Dollar
Securities and Financial Services Litigation & Consulting
Suitability Standards
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