Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Owen is an active advisor with over 19 years of experience in the financial services industry. Jennifer is currently a Registered Representative with Osaic Wealth, Inc. Jennifer has held previous roles with several firms including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, SagePoint Financial, Inc., Securities Service Network, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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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AZ
01/28/2025 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
12/22/2020 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
VA
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Roanoke VA)
MN
12/22/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
12/22/2020 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
12/22/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
VA
11/10/2017 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Roanoke VA)
FL
05/26/2005 - 11/14/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 07/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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