Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Owens has been a financial advisor for over 30 years. Donald has a wide range of experience in the financial services industry, including working for Nationwide Securities, LLC, and Nationwide Advisory Services, Inc. Donald is currently registered as an Investment Adviser Representative with Grove Point Advisors, LLC. Donald has a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations. Donald provides a range of financial planning and investment management services to his clients.
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
MD
04/01/2021 - Present
Grove Point Advisors, LLC (Thurmont MD)
VA
02/27/1987 - 07/01/2020
NATIONWIDE SECURITIES, LLC (HERNDON VA)
NA
09/10/1983 - 11/21/1983
NATIONWIDE ADVISORY SERVICES, INC.
IA
Issued 07/19/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/08/1982
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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