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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Owen? Claim Your ProfileOwen Imparato is an investment advisor representative with SHP Wealth Management, LLC in Plymouth, MA. Owen has been in the industry since 2016. Owen has passed the Series 6, Series 63, and Series 65 exams and is registered with the state of Massachusetts. In addition to his role at SHP Wealth Management, LLC, Owen also works as an insurance agent for SHP Financial, LLC. Owen specializes in providing financial planning, pension consulting, and educational seminars to individuals, businesses, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Prior to joining SHP Wealth Management, LLC, Owen worked for GWFS Equities, Inc. and Empower Retirement. Owen is also a concierge for ballpark operations for the Boston Red Sox.
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.
A percentage of the total value of assets under management is charged.
Selection of other advisers fees
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2
MA
06/16/2022 - Present
SHP Wealth Management, LLC (PLYMOUTH MA)
MA
10/26/2016 - 10/07/2019
GWFS EQUITIES, INC. (ANDOVER MA)
IA
Issued 06/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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