Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Owsley is a registered representative and investment advisor representative with Geneos Wealth Management, Inc. located in Scottsdale, AZ. Frederick has been in the securities industry since February 8, 2008. Frederick has been registered with Geneos Wealth Management, Inc. since May 29, 2018. Frederick holds a Series 7, Series 66 and SIE licenses. Prior to joining Geneos Wealth Management, Inc., Frederick was employed by Commonwealth Financial Network and Sagepoint Financial, Inc. Frederick has experience in financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
05/29/2018 - Present
Geneos Wealth Management, Inc. (SCOTTSDALE AZ)
AZ
09/08/2010 - 02/28/2013
COMMONWEALTH FINANCIAL NETWORK (TEMPE AZ)
AZ
02/04/2008 - 09/07/2010
SAGEPOINT FINANCIAL, INC. (TEMPE AZ)
BOTH
Issued 05/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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