Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Owens is an investment advisor representative with Wealthspire Advisors, located in Potomac, MD. Christopher has been in the financial services industry for over 16 years and has a broad range of experience. Christopher has held licenses with several firms, including Morgan Stanley, Wells Fargo Advisors, and MML Investors Services. Christopher is a Certified Financial Planner and holds the Series 6, 7, 63, 65, and SIE licenses. Christopher specializes in providing financial planning services to individuals, businesses, and charitable organizations.
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.
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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MD
01/05/2021 - Present
Wealthspire Advisors (Potomac MD)
MD
01/09/2018 - 06/15/2020
WEALTHSPIRE CAPITAL, LLC (Potomac MD)
MD
09/13/2017 - 12/19/2017
MORGAN STANLEY (POTOMAC MD)
MD
09/06/2007 - 05/17/2011
WELLS FARGO ADVISORS, LLC (GAITHERSBURG MD)
MD
06/05/2007 - 08/31/2007
MML INVESTORS SERVICES, INC. (HUNT VALLEY MD)
BC
Issued 10/03/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/27/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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