Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Owen? Claim Your ProfileOwen Mulvaney is a financial professional with over 20 years of experience in the industry. He is currently registered with Preferred Capital Securities, LLC in Atlanta, GA, and has been registered with the firm since March 2023. Owen has a wide range of experience in the industry, having previously held roles at firms such as Orchard Securities, LLC, Timbrel Capital, LLC, Waypoint Direct Investments, LLC, Alt Fund Distributors LLC, Northstar Securities, LLC, Select Capital Corporation, Inland Securities Corporation, Wells Investment Securities, Inc., Planco Financial Services, Inc., Enterprise Fund Distributors, Inc., and Federated Securities Corp. Owen has passed the Series 66, 79TO, SIE, and Series 7 exams and is licensed to sell securities in Georgia, Michigan, Ohio, Pennsylvania, and West Virginia.
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.
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.
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2
GA
03/16/2023 - Present
Preferred Capital Securities, LLC (ATLANTA GA)
UT
10/08/2021 - 03/01/2023
ORCHARD SECURITIES, LLC (PLEASANT GROVE UT)
GA
03/18/2020 - 04/15/2021
TIMBREL CAPITAL, LLC (ATLANTA GA)
CT
01/16/2020 - 03/04/2020
WAYPOINT DIRECT INVESTMENTS, LLC (STAMFORD CT)
NY
08/23/2018 - 01/02/2020
ALT FUND DISTRIBUTORS LLC (NEW YORK NY)
CO
06/25/2014 - 02/21/2018
NORTHSTAR SECURITIES, LLC (GREENWOOD VILLAGE CO)
CA
03/08/2013 - 06/24/2014
SELECT CAPITAL CORPORATION (SAN CLEMENTE CA)
IL
07/07/2008 - 02/20/2013
INLAND SECURITIES CORPORATION (OAK BROOK IL)
GA
07/10/2006 - 05/06/2008
WELLS INVESTMENT SECURITIES,INC. (NORCROSS GA)
CT
04/13/2005 - 11/22/2005
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
GA
03/08/2004 - 04/08/2005
ENTERPRISE FUND DISTRIBUTORS, INC. (ATLANTA GA)
PA
02/26/2002 - 03/17/2004
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 04/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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