Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Owings is a financial advisor with Bleakley Financial Group, LLC. Stephen has been in the financial services industry since 1998. Stephen provides financial advisory services to individuals, businesses, and institutions. Stephen is a Certified Financial Planner™ and a Chartered Financial Consultant™. Stephen specializes in investment management, financial planning, retirement planning, and college savings planning.
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.
Non-investment consulting/implementation services
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.
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GA
06/30/2022 - Present
Bleakley Financial Group, LLC (Atlanta GA)
GA
06/07/2021 - 09/14/2023
LPL FINANCIAL LLC (ATLANTA GA)
GA
06/09/1998 - 06/11/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)
BOTH
Issued 12/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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