Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bryan Owens is a financial advisor at Raymond James Financial Services Advisors, Inc. in Huntington Woods, MI. William Owens has been in the financial industry since 1994. He is a registered representative and investment advisor representative with the firm. William Owens has passed the Series 7, Series 9, Series 10, Series 63, and Series 65 exams. William Owens provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
02/09/2017 - Present
Raymond James Financial Services Advisors, Inc. (HUNTINGTON WOODS MI)
MI
06/17/1998 - 02/01/2017
RAYMOND JAMES & ASSOCIATES, INC. (FARMINGTON HILLS MI)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
11/09/1994 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
MN
09/01/1994 - 10/07/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/01/1994 - 10/07/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/24/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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