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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Owen is a financial advisor at Kingsview Wealth Management, LLC with over 8 years of experience. Corey has a wide range of experience and expertise in providing financial planning and investment management services to a diverse group of clients. Corey is a Certified Financial Planner™ and a Chartered Financial Consultant, and holds Series 6, 7, 31, and 66 securities licenses. Corey is registered with the Securities and Exchange Commission (SEC) and the states of Texas and Washington. Corey is committed to providing personalized financial guidance and helping clients achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
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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WA
02/14/2020 - Present
Kingsview Wealth Management, LLC (Seattle WA)
WA
02/04/2016 - 02/13/2020
WELLS FARGO CLEARING SERVICES, LLC (MERCER ISLAND WA)
WA
10/01/2012 - 02/16/2016
J.P. MORGAN SECURITIES LLC (NEWCASTLE WA)
AZ
02/03/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TUCSON AZ)
AZ
07/14/2010 - 02/21/2012
MORGAN STANLEY SMITH BARNEY (TUCSON AZ)
AZ
04/04/2007 - 05/10/2010
EQUITRUST MARKETING SERVICES, LLC (ORO VALLEY AZ)
BOTH
Issued 08/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/13/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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