Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Jefferson Owens is a financial advisor with Raymond James & Associates, Inc. Thomas has over 18 years of experience in the financial services industry. Thomas has a Series 7, Series 50, Series 63, and Series 79TO. Thomas is registered with the state of Georgia. Prior to joining Raymond James & Associates, Inc., Thomas was affiliated with MORGAN KEEGAN & COMPANY, INC.. Thomas specializes in financial planning, portfolio management, and pension consulting.
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.
Please see note in schedule d - miscellaneous
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.
1
2
GA
01/02/2013 - Present
Raymond James & Associates, Inc. (ATLANTA GA)
GA
03/16/2005 - 01/02/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
BC
Issued 04/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 03/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Thomas Owens is the right advisor for you? Invested Better is here to help.
