Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Patrick Owens is a financial professional with over 10 years of experience in the financial services industry. Daniel is currently registered with Equity Services, Inc., based in Montpelier, VT. Daniel provides financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations. Daniel has a wide range of experience in the financial services industry, having previously worked for HD Vest Investment Services and Park Avenue Securities. Daniel is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
03/19/2019 - Present
Equity Services, Inc. (ATLANTA GA)
FL
11/18/2014 - 03/22/2019
HD VEST INVESTMENT SERVICES (Tallahassee FL)
FL
03/18/2009 - 11/26/2014
PARK AVENUE SECURITIES LLC (TALLAHASSEE FL)
IA
Issued 11/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Owens is the right advisor for you? Invested Better is here to help.
