Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Michael Owen is a financial advisor with LPL Financial LLC in Rockville, Maryland. Edward Owen is a registered investment advisor and has been in the industry since 2012. He is registered with the Securities and Exchange Commission and with the state of Maryland. Edward Owen holds Series 6, 63, and 65 licenses. Edward Owen has been affiliated with LPL Financial LLC since 2013. Prior to that, Edward Owen was affiliated with MML Investors Services, LLC. Edward Owen is also affiliated with HUB International Investment Services INC.
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.
Consulting and other non-discretionary advisory services
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
MD
05/09/2017 - Present
LPL Financial LLC (ROCKVILLE MD)
MO
09/08/2022 - 07/18/2024
HUB INTERNATIONAL INVESTMENT SERVICES INC. (KANSAS CITY MO)
MD
03/27/2012 - 06/18/2013
MML INVESTORS SERVICES, LLC (ROCKVILLE MD)
IA
Issued 01/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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