Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Owens is a financial advisor with Osaic Wealth, Inc. Matthew has been in the financial services industry since 2011. Matthew holds the Series 6, Series 7, Series 63, and Series 65 licenses. Matthew provides financial planning, investment management, retirement planning, and insurance planning services. Matthew's previous experience includes working with Woodbury Financial Services, Inc., Questar Capital Corporation, and Girard Securities, Inc.
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.
1
2
IA
01/19/2024 - Present
Osaic Wealth, Inc. (BLOOMFIELD IA)
NE
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LINCOLN NE)
NE
03/26/2015 - 03/01/2019
QUESTAR CAPITAL CORPORATION (LINCOLN NE)
NE
09/05/2011 - 02/19/2015
GIRARD SECURITIES, INC. (LINCOLN NE)
IA
Issued 07/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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