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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Wayne Owens is a financial advisor at Osaic Wealth, Inc. in Anniston, AL. Jeffery has been in the financial industry since December 1999, and his current registration with Osaic Wealth, Inc. started in June 2024. Prior to that, Jeffery was registered with Securities America, Inc. in Anniston, AL. Jeffery has passed a number of industry exams including the Series 6, Series 26, Series 63, and Series 65 exams, as well as the SIE exam. Jeffery also provides tax preparation and accounting services through his business, Jeff Owens & Associates, Inc. in Anniston, AL.
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
AL
06/14/2024 - Present
Osaic Wealth, Inc. (ANNISTON AL)
AL
12/10/1999 - 06/14/2024
SECURITIES AMERICA, INC. (ANNISTON AL)
IA
Issued 12/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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