Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Owen colligon? Claim Your ProfileOwen Fessick is a Registered Representative at UBS Financial Services Inc. Owen has been in the financial services industry since 2020, working with clients in both Malvern, PA and New York, NY. Owen has been registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative since 2024. Owen specializes in retirement planning, college savings, and estate planning. Owen has a strong commitment to providing personalized financial advice to help their clients reach their financial goals.
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
CA
11/15/2024 - Present
UBS Financial Services Inc. (Los Angeles CA)
Active
Inactive
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