Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Myron? Claim Your ProfileMyron Owens is an experienced financial professional with over 30 years in the industry. Myron is a registered representative of Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona. Myron has a broad range of experience serving individuals and businesses, with a focus on estate planning, income tax planning, and long-term care planning. Myron provides financial planning services, portfolio management, and investment advisory services to his clients. Myron is also a licensed insurance agent.
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.
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2
NE
01/19/2024 - Present
Osaic Wealth, Inc. (LINCOLN NE)
NE
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OMAHA NE)
NE
03/23/2015 - 03/01/2019
QUESTAR CAPITAL CORPORATION (OMAHA NE)
NE
10/30/2009 - 02/19/2015
GIRARD SECURITIES, INC. (LINCOLN NE)
NE
02/15/2001 - 11/05/2009
QA3 FINANCIAL CORP. (LINCOLN NE)
OH
07/26/1996 - 02/08/2001
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NE
08/01/1995 - 08/07/1996
FIRST LINCOLN INVESTMENTS, INC. (LINCOLN NE)
NA
07/05/1995 - 08/07/1996
FIRST LINCOLN INVESTMENTS, INC.
OH
11/23/1993 - 07/11/1995
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NE
04/27/1989 - 11/11/1993
FIRST LINCOLN INVESTMENTS, INC. (LINCOLN NE)
IA
Issued 03/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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