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Adam Khyl Owens

Fidelity Brokerage Services LLC

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About Adam Khyl Owens

Adam Owens is a financial advisor who has been in the industry since February 12, 2019. Adam has a Series 7TO, Series 63, Series 10, Series 9, and SIE licenses. He is registered in 53 states and the District of Columbia. Adam currently works for Fidelity Brokerage Services LLC. Adam is dedicated to providing his clients with personalized financial advice and guidance.

Firm Information

Adam Owens is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Adam Owens’s Registration & Firm History

NC

02/13/2019 - Present

Fidelity Brokerage Services LLC (LOUISBURG NC)

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Licenses & Designations

BC

Issued 02/21/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/15/2022

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/09/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/13/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/04/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Adam Khyl Owens.
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