Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Owen? Claim Your ProfileOwen Brennan is a financial advisor registered with Fidelity Personal And Workplace Advisors. Owen has been in the financial services industry since 2024 and holds a Series 7TO, Series 66 and a SIE license. Owen is registered with the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington, and Wisconsin. Owen is also a registered investment advisor in Ohio. Owen can provide financial planning services, educational seminars, and selection of other advisors.
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.
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.
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OH
11/27/2024 - Present
Fidelity Personal AND Workplace Advisors (COLUMBUS OH)
BOTH
Issued 04/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/19/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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