Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Owen? Claim Your ProfileOwen Freeman-Daniels is a financial advisor with Kestra Advisory Services, LLC. Owen has over 20 years of experience in the financial services industry. Owen is a Certified Financial Planner, Chartered Financial Consultant, and Chartered Financial Analyst. Owen is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the National Association of Personal Financial Advisors (NAPFA). Owen provides financial planning and investment advisory services to individuals, families, and businesses. Owen is committed to helping clients achieve 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.
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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MA
05/09/2016 - Present
Kestra Advisory Services, LLC (W. SPRINGFIELD MA)
NY
02/11/2002 - 10/04/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 04/20/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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