Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Owen? Claim Your ProfileOwen Kelly is a financial advisor who has been in the industry since October 2021. Owen is registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since February 2023. Owen has a Series 7, 63, and 66 license. Owen is a Certified Financial Planner. Owen holds a combined 2 state licenses in Pennsylvania and Texas. Owen specializes in providing financial advice to individuals, corporations and charitable organizations.
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.
Solicitation fees from 3rd party money managers
1
2
PA
10/05/2023 - Present
Cambridge Investment Research Advisors, Inc. (Harleysville PA)
PA
10/26/2021 - 02/21/2023
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 03/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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