Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Owens is a financial advisor with over 15 years of experience in the financial services industry. Susan is currently registered with Osaic Wealth, Inc. and is licensed in both Nebraska and Virginia. Previously, Susan held positions at UBS Financial Services Inc., First Command Brokerage Services, Inc., and USAA Financial Advisors, Inc. Susan has a wide range of experience working with individuals, businesses, and organizations. Susan holds the Series 7, 7TO, 24, 66, and SIE licenses. Susan is a Certified Financial Planner.
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.
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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AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
09/16/2022 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
AZ
11/21/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
TX
09/30/2019 - 03/07/2022
FIRST COMMAND BROKERAGE SERVICES, INC. (FORT WORTH TX)
TX
08/23/2013 - 10/27/2017
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
NJ
01/30/2007 - 06/19/2013
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 03/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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