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 Rosebeck is an Investment Advisor Representative registered with Corient. Owen is a Series 65 licensed professional with experience in various industries including education, gaming, and financial services. Owen is currently registered in California and has a strong background in portfolio management, financial planning, and pension consulting. Corient is a registered investment advisor firm with a wide range of client types, including individuals, corporations, charitable organizations, insurance companies, and investment companies. The firm specializes in providing a variety of financial services, such as financial planning, portfolio management, and pension consulting. Owen's specializations include a variety of areas.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
CA
01/20/2023 - Present
Corient (MENLO PARK CA)
IA
Issued 10/22/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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