Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ray Owens is a financial professional with over 30 years of experience in the industry. Daniel has a diverse background, having worked in accounting and tax preparation, as well as real estate and land ownership. He is a Certified Financial Planner™ and holds a variety of licenses and registrations including Series 4, 7, 24, 53, 63 and 66. Daniel is currently registered with Cetera Investment Advisers LLC, where he provides financial planning, portfolio management and other services to individuals and businesses. Daniel's previous employers include IFG Network Securities, Inc. and H.D. Vest Investment Securities, Inc. He holds registrations in multiple states.
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.
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.
1
2
GA
03/21/2024 - Present
Cetera Investment Advisers LLC (ROME GA)
GA
01/14/2000 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
TX
01/18/1993 - 01/18/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 12/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/22/2003
Series 4 - Registered Options Principal Examination
BC
Issued 7/10/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 2/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Owens is the right advisor for you? Invested Better is here to help.
