Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Vernon Owens is a financial advisor with over 15 years of experience in the industry. Robert has worked with A.G.P. / Alliance Global Partners since June 2021, where he provides financial planning and portfolio management services. Robert has a diverse background, having worked with firms such as Wells Fargo Clearing Services, LLC, and AXA Advisors, LLC. Robert holds a Series 7TO, Series 6, Series 63, and Series 65 licenses, as well as the SIE exam. Robert's experience and qualifications allow him to serve a wide range of clients, including high-net-worth individuals, corporations, and pension plans.
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.
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.
Sub-adviser of pooled investment vehicle charges a performance f
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2
FL
09/05/2024 - Present
A.g.p. / Alliance Global Partners (BOCA RATON FL)
FL
12/07/2017 - 08/27/2018
FORESTERS FINANCIAL SERVICES, INC. (Sunrise FL)
FL
03/03/2017 - 10/26/2017
WELLS FARGO CLEARING SERVICES, LLC (FORT LAUDERDALE FL)
FL
07/18/2014 - 03/09/2015
AXA ADVISORS, LLC (FT. LAUDERDALE FL)
IA
Issued 11/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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