Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Owens is a financial advisor at LPL Financial LLC with over 2 years of experience in the financial services industry. James has a Series 7, Series 66 and SIE licenses and is registered in New Jersey and Pennsylvania. James previously worked at Lincoln Financial Advisors Corporation. James specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses. James offers a variety of investment strategies, including fixed income, equities, and alternative investments.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NJ
03/22/2024 - Present
LPL Financial LLC (VOORHEES NJ)
NJ
10/02/2023 - 03/25/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (VOORHEES NJ)
BOTH
Issued 11/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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