Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Owen? Claim Your ProfileOwen David Atkison is a registered representative of GWN Securities Inc. Owen has been in the securities industry for less than a year and has a Series 63, Series 65, Series 6TO, and SIE licenses. Owen is also a licensed life & health insurance agent and specializes in providing financial planning services. Owen is registered in Indiana.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
FL
05/01/2023 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
BC
Issued 03/27/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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