Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Dean Owens is a financial advisor with over 10 years of experience in the industry. Jeffrey is currently registered with Columbia Management Investment Distributors, Inc. Jeffrey has previously worked at FEF DISTRIBUTORS, LLC and PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP. Jeffrey is licensed to sell securities in Michigan and has passed the Series 6, 7, 63, and 65 exams. Jeffrey is also licensed to sell variable contracts and investment company products.
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.
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.
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2
NJ
08/22/2024 - Present
Columbia Management Investment Distributors, Inc. (Brielle NJ)
NY
11/12/2021 - 08/05/2024
FEF DISTRIBUTORS, LLC (NEW YORK NY)
MA
10/23/2013 - 11/02/2021
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
IA
Issued 07/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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