Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Owen? Claim Your ProfileOwen Howard is a financial professional with experience in the financial services industry. Owen has a Series 7TO, Series 66, and SIE. Owen has worked with clients in both New York and California. Owen is currently registered as a Registered Representative with Key Investment Services LLC. Owen is also a Registered Investment Advisor with Key Investment Services LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
OH
07/12/2024 - Present
KEY Investment Services LLC (BROOKLYN OH)
NY
04/21/2022 - 07/09/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBANY NY)
NY
11/03/2020 - 11/24/2020
MERCER ALLIED COMPANY, L.P. (COHOES NY)
BOTH
Issued 04/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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