Unclaimed
Daniel Owens is a financial professional with experience in the securities industry. Daniel is currently registered with Brighthouse Securities, LLC in Charlotte, NC. Daniel has previously worked with Raymond James Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel has passed the Series 7TO, Series 66, and SIE exams.
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.
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.
1
2
NC
02/10/2021 - Present
Brighthouse Securities, LLC (CHARLOTTE NC)
KY
12/10/2019 - 02/23/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (PIKEVILLE KY)
KY
10/10/2019 - 12/05/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PIKEVILLE KY)
BOTH
Issued 11/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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