Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Max Owens is a financial professional with over 35 years of experience in the financial services industry. Phillip is currently registered with Regal Investment Advisors LLC, a registered investment adviser, and Regulus Financial Group, LLC, a broker-dealer. Phillip is also an insurance agent and registered representative. Prior to joining Regal Investment Advisors LLC and Regulus Financial Group, LLC, Phillip was associated with Woodbury Financial Services, Inc. and Questar Capital Corporation. Phillip is a Chartered Financial Consultant and holds the Series 6 and Series 63 licenses. Phillip specializes in providing financial planning, portfolio management, and insurance services to individuals, families, businesses, and non-profit organizations.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Third party fees
1
2
MI
11/13/2023 - Present
Regal Investment Advisors LLC (KENTWOOD MI)
MI
03/01/2019 - 11/15/2023
WOODBURY FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)
MI
09/05/2012 - 03/01/2019
QUESTAR CAPITAL CORPORATION (COMSTOCK PARK MI)
MI
02/14/2002 - 09/10/2012
WOODBURY FINANCIAL SERVICES, INC. (GREENVILLE MI)
NJ
07/08/1987 - 02/07/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 07/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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