Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Owens is a financial professional with over a decade of experience in the industry. Thomas is currently registered with MML Investors Services, LLC and has been licensed in Colorado and Texas. His previous roles have included positions with Charles Schwab & Co., Inc., NYLIFE Securities LLC, and Syntrinsic Investment Counsel, LLC. Thomas offers financial planning, portfolio management, and other advisory services. He is dedicated to providing personalized guidance to help clients achieve 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CO
02/23/2024 - Present
MML Investors Services, LLC (DENVER CO)
CO
06/08/2023 - 01/17/2024
NYLIFE SECURITIES LLC (DENVER CO)
CO
03/27/2012 - 01/29/2022
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BOTH
Issued 08/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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