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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devoda? Claim Your ProfileDevoda Owens is a financial advisor with Prime Capital Financial. Devoda Owens has been working in the financial services industry since 2017 and has experience working with a variety of clients, including individuals, families, and businesses. Devoda Owens is a Certified Financial Planner™ and holds the Series 7TO, Series 66, and SIE licenses. Devoda Owens is also registered as an Investment Advisor Representative in Texas. Devoda Owens specializes in providing financial planning, portfolio management, and retirement planning services.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
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TX
07/29/2024 - Present
Prime Capital Financial (Houston TX)
WI
09/09/2020 - 10/20/2021
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 10/19/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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