Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Owen is a financial advisor registered with Janney Montgomery Scott LLC since July 2022. Michael has been in the financial industry since July 1983 and has experience with a variety of financial products and services. Michael has a wide range of experience in the financial services industry, having worked with Scott & Stringfellow, Inc., BB&T Securities, LLC, SunTrust Investment Services, Inc., and Truist Investment Services, Inc. Michael is licensed to provide financial advice in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Michigan, Mississippi, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NC
07/28/2022 - Present
Janney Montgomery Scott LLC (Winston-Salem NC)
SC
12/11/2019 - 07/19/2022
TRUIST INVESTMENT SERVICES, INC. (MOUNT PLEASANT SC)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
05/05/1999 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (WINSTON-SALEM NC)
VA
12/18/1995 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NC
09/28/1990 - 12/20/1995
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NY
05/14/1988 - 10/18/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/21/1983 - 05/14/1988
E. F. HUTTON & COMPANY INC
BC
Issued 07/15/1983
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 09/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 08/06/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 01/14/1985
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Owen is the right advisor for you? Invested Better is here to help.
