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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Owens is a financial advisor with over 40 years of experience in the financial services industry. Mark is currently registered with Wells Fargo Clearing Services, LLC, and has been with the firm since 2008. Mark has held various positions at other firms during their career including A. G. Edwards & Sons, Inc., Cowen & Co. and Rauscher Pierce Refsnes, Inc. Mark has passed several industry exams including the Series 7, Series 9, Series 10, Series 31 and the SIE exam. Mark is licensed to provide financial advice in a number of states, including Alabama, California, Florida, Georgia, Louisiana, Michigan, Nebraska, North Carolina, South Carolina, and Texas.
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.
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.
Investment consulting services to institutional clients
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.
1
2
TX
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (THE WOODLANDS TX)
TX
07/09/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SPRING TX)
NY
08/03/1983 - 08/06/1991
COWEN & CO. (NEW YORK NY)
NA
07/18/1981 - 07/29/1983
RAUSCHER PIERCE REFSNES, INC.
NA
12/26/1979 - 07/12/1981
FIRST OF MICHIGAN CORPORATION
BC
Issued 11/16/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/25/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 12/15/1979
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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