Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Owens is a financial advisor with SPC. Eric has over 20 years of experience in the financial services industry. Eric is a licensed insurance agent and an attorney. Eric is also a registered representative with FINRA and a registered investment advisor. Eric specializes in financial planning, estate planning, and retirement planning.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
GA
09/21/2023 - Present
SPC (Gainesville GA)
GA
11/11/2005 - 02/06/2017
PROEQUITIES, INC. (GAINESVILLE GA)
MN
01/10/2005 - 11/15/2005
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
LA
03/12/2003 - 06/25/2004
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
BOTH
Issued 08/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Eric Owens is the right advisor for you? Invested Better is here to help.
