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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Owens is a financial advisor with Avantax Advisory Services. Robin has been in the financial industry since January 2003. Robin is licensed in Alabama and Texas. Robin has previously worked with 1ST GLOBAL CAPITAL CORP. and PROEQUITIES, INC. Robin holds the Series 66, Series 53, Series 24, Series 52TO, SIE, and Series 7 licenses. Robin specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pension and profit-sharing 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
AL
10/25/2019 - Present
Avantax Advisory Services (Gardendale AL)
TX
03/04/2005 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
AL
06/28/2002 - 08/05/2004
PROEQUITIES, INC. (BIRMINGHAM AL)
BOTH
Issued 09/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 08/21/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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