Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fermon? Claim Your ProfileFermon Owens is a financial professional with over 30 years of experience in the industry. Fermon has a proven track record of success in providing financial advice to individuals and businesses. Currently, Fermon is associated with LPL Enterprise, LLC. Fermon has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Fermon holds Series 6, 7, 63 and 66 licenses. Fermon is also a registered representative of LPL Financial.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
IN
11/14/2024 - Present
LPL Enterprise, LLC (INDIANAPOLIS IN)
IN
12/17/2019 - 03/02/2024
J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)
IN
06/16/2016 - 12/23/2019
PRUCO SECURITIES, LLC. (INDIANAPOLIS IN)
IN
06/10/1991 - 06/08/2016
METLIFE SECURITIES, INC (INDIANAPOLIS IN)
IN
06/10/1991 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
BOTH
Issued 09/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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