Unclaimed
Autumn Marie Mower is a registered Investment Advisor Representative with Silver Oak Securities, Inc. Autumn is located in Alpharetta, GA and has been in the industry since January 2021. Autumn specializes in providing financial planning and portfolio management services to individuals and businesses. Autumn also has a Series 65 license and a SIE exam certification. Autumn also operates an unrelated business named Black Oak Asset Management.
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.
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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GA
01/27/2021 - Present
Silver OAK Securities, Inc. (Alpharetta GA)
IA
Issued 01/07/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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