Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Sloan Owens is a financial advisor associated with 49 Financial. Samantha is registered in Texas. Samantha has been in the financial industry for several years. Samantha has a diverse background including experience at Purshe Kaplan Sterling Investments, Third Coast Events, Brookhill Ranch, Goin 2 Be Healty, and Sonic. Samantha holds the Series 63 and Series 65 securities licenses. Samantha specializes in providing financial advice to individuals and businesses.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
10/31/2024 - Present
49 Financial (AUSTIN TX)
Active
Inactive
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