Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Owen? Claim Your ProfileOwen Montgomery Wilson is a financial advisor who has been in the industry since February 21, 2012. Owen is currently registered with Truist Advisory Services, Inc. and has been with the firm since February 2021. Prior to joining Truist Advisory Services, Inc., Owen worked for BB&T Securities, LLC, UBS Financial Services Inc., Highland Capital Funds Distributor, Inc., USAA Financial Advisors, Inc., and AXA Advisors, LLC. Owen holds a Series 63, 66, 7, 24 and SIE licenses. Owen is registered in 53 states and is active in the broker-dealer and investment advisor channels.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
04/15/2021 - Present
Truist Advisory Services, Inc. (NAPLES FL)
VA
08/06/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
06/15/2016 - 08/16/2018
UBS FINANCIAL SERVICES INC. (NAPLES FL)
TX
11/25/2014 - 06/06/2016
HIGHLAND CAPITAL FUNDS DISTRIBUTOR, INC. (DALLAS TX)
TX
08/05/2013 - 11/17/2014
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
09/28/2011 - 03/25/2013
AXA ADVISORS, LLC (DALLAS TX)
BOTH
Issued 09/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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