Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Todd Owen is a financial professional with over 30 years of experience in the financial services industry. Michael is currently registered with Momentum Independent Network Inc. and Hilltop Securities Inc., both based in Dallas, TX. Michael has held previous roles with FIRST SOUTHWEST COMPANY, LLC and SERVICE ASSET MANAGEMENT COMPANY, also in Dallas, TX. Michael holds multiple licenses and certifications, including Series 7, 24, 27, 55, 57TO, 63, 99TO and SIE. Michael specializes in financial planning, portfolio management for individuals, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TX
09/14/2021 - Present
Momentum Independent Network Inc. (DALLAS TX)
TX
05/12/1998 - 01/22/2016
FIRST SOUTHWEST COMPANY, LLC (DALLAS TX)
TX
11/18/1996 - 05/17/1998
SERVICE ASSET MANAGEMENT COMPANY (DALLAS TX)
TX
08/22/1989 - 06/30/1997
FIRST SOUTHWEST COMPANY (DALLAS TX)
BC
Issued 08/29/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 06/03/1992
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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