Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Owen? Claim Your ProfileOwen Nickle is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Owen has been in the securities industry since September 28, 2021. Owen is registered with the state of Texas. Owen has a Series 7, Series 63, and Series 66 license and has passed the SIE exam. Owen has been employed by Merrill Lynch, Pierce, Fenner & Smith Inc. since July 20, 2022. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc. Owen was employed by J.P. Morgan Securities LLC from July 2021 to July 20, 2022.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
08/04/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DALLAS TX)
TX
09/17/2021 - 07/20/2022
J.P. MORGAN SECURITIES LLC (Plano TX)
BOTH
Issued 05/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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