Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robyn? Claim Your ProfileRobyn Owens is an investment advisor representative who has been in the industry since 1998. Robyn is currently registered with J.P. Morgan Securities LLC, and has held previous registrations with Morgan Stanley, Wells Fargo Advisors, LLC, and Citigroup Global Markets Inc. Robyn is licensed to provide investment advice in several states, including Colorado and Texas. Robyn provides financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
12/08/2021 - Present
J.p. Morgan Securities LLC (Columbus OH)
CO
05/08/2020 - 11/01/2021
MORGAN STANLEY (Denver CO)
CO
02/21/2019 - 03/26/2020
J.P. MORGAN SECURITIES LLC (DENVER CO)
CO
06/05/2013 - 02/19/2019
MORGAN STANLEY (DENVER CO)
CO
03/16/2012 - 05/30/2013
WELLS FARGO ADVISORS, LLC (BROOMFIELD CO)
CO
06/01/2009 - 03/20/2012
MORGAN STANLEY SMITH BARNEY (DENVER CO)
CO
10/30/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DENVER CO)
CO
07/25/2003 - 10/10/2006
CASCADE FINANCIAL MANAGEMENT, INC. (DENVER CO)
NY
05/17/2000 - 08/06/2001
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
MO
08/06/1998 - 06/02/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
CO
02/21/1996 - 01/14/1998
HANIFEN, IMHOFF INC. (DENVER CO)
BOTH
Issued 05/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/02/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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