Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Owens is a financial advisor with Raymond James Financial Services Advisors, Inc. in Duluth, MN. Michael has been in the financial services industry since 2001, working with clients to achieve their financial goals. Michael has a wide range of experience in providing financial planning, portfolio management, and investment advice. Michael is also a registered representative with FINRA, a registered investment advisor in both Minnesota and Texas, and holds the Series 7, Series 9, Series 10, Series 63, and Series 65 licenses. Michael's firm, Raymond James Financial Services Advisors, Inc., is a well-established firm with a strong reputation in the financial services industry.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MN
10/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (DULUTH MN)
MN
01/01/2001 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (DULUTH MN)
IA
Issued 01/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/19/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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