Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Owen? Claim Your ProfileOwen Cummins is a registered investment advisor representative with Valmark Advisers, Inc. Owen has been in the industry for a short time, with his start date at the firm being June 2023. Owen is registered in Ohio, and is currently licensed to offer investment advisory services. Owen has a Series 65 license and is registered with the State of Ohio to offer investment advisory services. Owen has also passed the SIE and Series 7TO exams. Owen's primary firm, Valmark Advisers, Inc., provides a variety of investment advisory services, including financial planning, portfolio management for individuals and businesses, and pension consulting. The firm also offers other advisory services, such as consulting and selection of other advisors. Owen's employment history includes roles with Secure Future Advisors, LLC, Aflac Inc., and United Parcel Service.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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
OH
06/12/2023 - Present
Valmark Advisers, Inc. (Kettering OH)
IA
Issued 02/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2023
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Owen Cummins is the right advisor for you? Invested Better is here to help.
