Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Owen? Claim Your ProfileOwen Kelley Albert is a financial advisor with Vista Point Advisors, LLC. Owen has been in the financial services industry since 2024. Owen is licensed to sell securities in California. Owen has passed the Series 63, Series 79TO and the SIE Exam.
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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CA
03/19/2024 - Present
Vista Point Advisors, LLC (SAN FRANCISCO CA)
BC
Issued 09/12/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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