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Owen Kenneth Hand

Osaic Wealth, Inc.

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About Owen Kenneth Hand

Owen Kenneth Hand is a financial advisor at Osaic Wealth, Inc., with over 50 years of experience in the financial services industry. Owen has a strong background in insurance and financial planning. Owen has held various positions at several companies, including John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, Integrated Resources Equity Corporation, and Manequity, Inc. Owen is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in numerous states. Owen is a Certified Financial Planner.

Firm Information

Owen Hand is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Owen Hand’s Registration & Firm History

SC

11/21/2017 - Present

Osaic Wealth, Inc. (LADY'S ISLAND SC)

SC

02/06/2009 - 11/16/2017

INVEST FINANCIAL CORPORATION (BEAUFORT SC)

SC

11/19/1989 - 02/10/2009

ROYAL ALLIANCE ASSOCIATES, INC. (LADY'S ISLAND SC)

MA

01/01/1990 - 01/30/1996

MANEQUITY, INC. (BOSTON MA)

NA

03/23/1976 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

08/27/1971 - 07/01/1976

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

NA

12/12/1968 - 07/01/1976

JOHN HANCOCK DISTRIBUTORS, INC.

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Licenses & Designations

IA

Issued 12/07/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/06/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/02/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 12/01/1982

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/1968

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Owen Kenneth Hand.
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