Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Owens is a financial advisor who has been working in the industry since May 2006. He is registered with the state of Colorado as an Investment Advisor Representative and has been registered with PFS Investments Inc. since November 2012. Douglas is licensed in various states and has a strong background in investment-related products. He is also a part-time owner of Delta V. Strategies, LLC, a legal entity formed solely for Primerica business purposes. Douglas's goal is to provide his clients with personalized financial advice and 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.
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.
A percentage of the total value of assets under management is charged.
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2
CO
11/21/2012 - Present
PFS Investments Inc. (COLORADO SPRINGS CO)
IA
Issued 11/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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