Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Owen is a financial advisor with over 7 years of experience in the financial services industry. Christopher Owen is currently registered with Raymond James Financial Services Advisors, Inc. Previously, Christopher Owen worked for Wells Fargo Clearing Services, LLC, MML Investors Services, LLC, BB&T Securities, LLC and BB&T Investment Services, Inc.. Christopher Owen holds Series 6, 7, 63 and 66 licenses. Christopher Owen provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Christopher Owen also has experience in providing hourly and fixed rate consultations and selecting other advisors.
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
VA
11/02/2022 - Present
Raymond James Financial Services Advisors, Inc. (Roanoke VA)
VA
11/05/2019 - 08/19/2022
WELLS FARGO CLEARING SERVICES, LLC (ROANOKE VA)
VA
12/04/2018 - 09/16/2019
MML INVESTORS SERVICES, LLC (FOREST VA)
VA
01/02/2018 - 07/09/2018
BB&T SECURITIES, LLC (LYNCHBURG VA)
VA
02/12/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (LYNCHBURG VA)
VA
11/19/2014 - 02/26/2016
ALLSTATE FINANCIAL SERVICES, LLC (Lynchburg VA)
BOTH
Issued 08/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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