Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Charles Owen is a financial advisor with The London Company of Virginia, located in RICHMOND, VA. Stephen has been in the financial services industry since 2002 and has a strong background in investment management. Stephen holds the Series 7, 6, 63, 65 and 24 licenses, as well as the SIE certification, and is a Chartered Financial Analyst. Stephen has extensive experience working with individuals, businesses, and institutions. Stephen is committed to providing his clients with personalized financial advice and investment strategies to help them reach their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
VA
01/02/2021 - Present
THE London Co. OF Virginia (RICHMOND VA)
FL
01/19/2007 - 05/04/2020
TOUCHSTONE SECURITIES, INC. (LAKEWOOD RANCH FL)
OH
10/29/2002 - 09/09/2005
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
IA
Issued 10/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/10/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Stephen Owen is the right advisor for you? Invested Better is here to help.
