Unclaimed
Anthony Owings is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 29 years of experience in the industry. Anthony has a wide range of experience and is dedicated to providing comprehensive financial planning and investment management services. Anthony is a Certified Financial Planner™ professional and holds the Series 63, Series 10, Series 9, SIE, and Series 7 licenses. Anthony is also a Certified Divorce Financial Analyst™. Anthony is registered to offer investment advice in 13 states, including California, Florida, Iowa, Kansas, Minnesota, Nevada, North Carolina, Oregon, Texas, Washington, Wisconsin, and Wyoming.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Rocklin CA)
MO
05/31/1994 - 08/06/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 06/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/20/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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