Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Owens is a financial advisor with UBS Financial Services Inc. located in Dallas, TX. Gary has over 30 years of experience in the financial services industry and holds a Series 7, Series 31, Series 63, and Series 65 license. He is also a member of the advisory board for Dallas Contemporary. Gary focuses on providing financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and charitable organizations.
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.
See schedule d - miscellaneous
1
2
TX
01/17/2025 - Present
UBS Financial Services Inc. (DALLAS TX)
TX
08/19/2016 - 06/28/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
06/01/2009 - 08/26/2016
MORGAN STANLEY (DALLAS TX)
TX
02/27/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DALLAS TX)
TX
01/28/1995 - 03/17/2009
UBS FINANCIAL SERVICES INC. (DALLAS TX)
NY
01/11/1995 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
10/14/1991 - 01/10/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/22/1990 - 02/05/1991
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 04/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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