Unclaimed
Frank Redding Owen III is a financial professional with over 40 years of experience in the industry. Frank is currently registered with GWN Securities Inc. Frank has a wide range of experience in the financial services industry, including investment advisory, financial planning, and insurance brokerage. Frank holds several professional designations, including Chartered Financial Consultant, and is licensed to sell securities in multiple states. Frank specializes in providing financial services to high-net-worth individuals, corporations, and other businesses.
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.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
1
2
NC
11/21/2016 - Present
GWN Securities Inc. (CHARLOTTE NC)
IL
08/29/1996 - 04/01/2004
PMG SECURITIES CORPORATION (ELGIN IL)
IN
08/24/1993 - 05/10/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
FL
10/16/1995 - 08/22/1996
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
NY
07/28/1980 - 09/29/1995
MONY SECURITIES CORP. (NEW YORK NY)
NY
07/28/1980 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BC
Issued 07/21/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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