Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Owen? Claim Your ProfileOwen Paulk is a financial advisor registered with Principal Securities, Inc. in Georgia. Owen's primary office is located in Ocilla, Georgia. Owen has been in the financial services industry since July 2021. Owen has passed the Series 7TO, SIE and Series 66 exams. Owen also holds insurance licenses and is licensed to sell Fixed Insurance, Annuities, Long-Term Care, and Disability insurance through various carriers. Owen also owns Old Soul Coffee Company, a coffee roastery that sells to wholesale and retail customers. Owen's firm, Principal Securities, Inc. is a registered investment advisor with the SEC. The firm has offices in multiple states and has a large number of clients. The firm's primary focus is providing financial planning and portfolio management services to individuals, businesses, 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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
GA
06/06/2024 - Present
Principal Securities, Inc. (OCILLA GA)
GA
07/21/2021 - 06/05/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (OCILLA GA)
BOTH
Issued 07/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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