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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Colleen Owen is a financial advisor with Cambridge Investment Research Advisors, Inc. Erin is registered with the state of Florida and has over 15 years of experience in the financial industry. Erin specializes in financial planning, portfolio management, and investment advisory services. Erin is also a registered representative with Cambridge Investment Research, Inc. Prior to joining Cambridge Investment Research Advisors, Inc., Erin was a registered representative with MML INVESTORS SERVICES, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
03/28/2023 - Present
Cambridge Investment Research Advisors, Inc. (Tampa FL)
FL
12/17/2021 - 03/20/2023
MML INVESTORS SERVICES, LLC (Jacksonville FL)
FL
07/05/2017 - 09/23/2021
FIRST COMMAND BROKERAGE SERVICES, INC. (ORANGE PARK FL)
KS
02/21/2008 - 07/07/2010
NEW ENGLAND SECURITIES (OVERLAND PARK KS)
BOTH
Issued 08/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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