Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Owen? Claim Your ProfileOwen Parr is a financial advisor with over 30 years of experience in the industry. Owen is registered with Snowden Capital Advisors LLC and has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, Dean Witter Reynolds Inc., Smith Barney Inc., Raymond James & Associates, Inc., and again with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Owen is a Series 63 and Series 65 licensed financial advisor. Owen's firm specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to a range of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations.
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.
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2
NY
07/11/2019 - Present
Snowden Capital Advisors LLC (NEW YORK NY)
FL
11/17/2009 - 06/12/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
FL
06/01/2009 - 12/14/2009
MORGAN STANLEY SMITH BARNEY (MIAMI BEACH FL)
FL
02/03/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI BEACH FL)
MO
07/01/2003 - 02/03/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/25/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/06/1995 - 03/15/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
11/12/1992 - 03/06/1995
SMITH BARNEY INC. (NEW YORK NY)
FL
06/27/1990 - 11/20/1992
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
04/28/1986 - 06/12/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/16/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2013
Series 3 - National Commodity Futures Examination
BC
Issued 07/19/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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