Unclaimed
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
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.
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
Active
Inactive
F
FINRA
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