Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oliver? Claim Your ProfileOliver Evan Owens is an investment advisor representative with UBS Financial Services Inc. located in Plymouth, Michigan. Oliver has been in the financial services industry since 1985. He is licensed to provide investment advice in Michigan, Texas and 36 other states. Oliver's previous firms include Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lehman Brothers Inc., and E. F. Hutton & Company Inc. Oliver offers financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
See schedule d - miscellaneous
1
2
MI
12/19/2008 - Present
UBS Financial Services Inc. (PLYMOUTH MI)
MI
12/21/1990 - 12/22/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANN ARBOR MI)
NY
02/15/1988 - 01/22/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/20/1985 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 08/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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