Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Owen? Claim Your ProfileOwen Franklin Showalter is a financial advisor with Commonwealth Financial Network. Owen has been working in the financial industry since 2002 and has experience in providing investment advice and insurance products. Owen has a series 6, 7, 63 and 65 licenses and holds a SIE exam. He has worked for several financial institutions and has experience in providing financial advice to a wide range of clients. Owen is a registered investment advisor in Virginia. He is a co-owner of rental property in Virginia, and also works as an insurance agent. He is a vice-president of Stern & Heatwole Financial Group, PC. Owen's specialties are: retirement planning, college savings, and estate planning. He provides services to a wide range of clients including individuals, families, businesses and institutions.
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.
1
2
VA
09/14/2018 - Present
Commonwealth Financial Network (Harrisonburg VA)
VA
12/14/2012 - 09/25/2018
LPL FINANCIAL LLC (HARRISONBURG VA)
VA
12/06/2005 - 12/17/2012
METLIFE SECURITIES INC. (HARRISONBURG VA)
VA
12/06/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HARRISONBURG VA)
NJ
11/14/2002 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
TX
03/19/2002 - 11/15/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
IA
Issued 06/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Owen Showalter is the right advisor for you? Invested Better is here to help.
