Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Warren Owens is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Boca Raton, Florida. Gary has over 40 years of experience in the financial services industry and is registered with both FINRA and the State of Florida. Gary is also a registered investment advisor and has held positions at several other firms including Morgan Stanley and UBS Financial Services. Gary focuses on providing investment advice and portfolio management for individuals, businesses, and pension plans.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
02/13/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOCA RATON FL)
FL
06/01/2009 - 02/10/2017
MORGAN STANLEY (BOCA RATON FL)
FL
01/11/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOCA RATON FL)
FL
07/24/1993 - 01/24/2008
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
NY
10/20/1982 - 07/29/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/25/1982 - 10/14/1982
BLINDER, ROBINSON & CO.,INC.
BC
Issued 10/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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