Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Owens is a financial advisor registered with Edward Jones in Decatur, AL. Mitchell Owens's registration with the firm dates back to 2009. Prior to this, he was registered with PRIMEVEST FINANCIAL SERVICES, INC., FINANCIAL NETWORK INVESTMENT CORPORATION, AMSOUTH INVESTMENT SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Mitchell Owens has been in the financial services industry since 1999. Mitchell Owens holds Series 7 and 66 securities licenses and a Series 63 state license. Mitchell Owens specializes in providing financial planning, pension consulting and selection of other advisors. Mitchell Owens has a total of 11 approved state registrations, 4 approved SRO registrations and 2 approved IA state registrations. Mitchell Owens's current firm, Edward Jones has over $10 billion - $50 billion in regulatory assets under management.
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.
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.
See schedule d - miscellaneous
1
2
AL
01/09/2019 - Present
Edward Jones (DECATUR AL)
AL
11/14/2003 - 07/21/2009
PRIMEVEST FINANCIAL SERVICES, INC. (DECATUR AL)
CA
02/13/2001 - 11/28/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
AL
11/09/2000 - 01/05/2001
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
MN
05/26/1999 - 06/29/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/26/1999 - 06/29/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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