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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Saar Owens is a financial advisor with Cetera Investment Advisers LLC. Amy has been in the industry since 1984 and has held various roles at different firms. Amy is licensed to provide investment advice in Iowa. Amy is also a Registered Representative and Investment Advisor Representative. Amy holds multiple FINRA licenses, including Series 6, 7, 24, 26, 28, 51, 63, 65, 99TO, and SIE. Amy's specialties include financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
06/29/2023 - Present
Cetera Investment Advisers LLC (ATLANTA GA)
CA
01/26/2016 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
FL
01/26/2016 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
CA
01/26/2016 - 11/01/2017
GIRARD SECURITIES, INC. (SAN DIEGO CA)
FL
01/26/2016 - 12/14/2016
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
MA
01/26/2016 - 11/09/2016
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
KS
01/26/2016 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
NE
01/05/1984 - 03/13/2015
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 11/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/7/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/6/2011
Series 24 - General Securities Principal Examination
BC
Issued 11/12/2007
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 12/29/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/14/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/4/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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