Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Davey Owens is a financial advisor with over 30 years of experience in the industry. William is currently registered with Osaic Wealth, Inc. and has previously held positions with ING Financial Partners, Inc. and Conseco Financial Services, Inc. William is licensed to provide financial advice in several states including Alabama, Arizona, Florida, Georgia, Louisiana, South Carolina, Utah and Vermont.
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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2
FL
08/19/2004 - Present
Osaic Wealth, Inc. (TALLAHASSEE FL)
CT
11/15/1999 - 07/07/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IN
08/05/1998 - 12/15/1999
CONSECO SECURITIES, INC. (CARMEL IN)
IN
04/14/1997 - 08/05/1998
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
IN
10/18/1991 - 04/14/1997
CONSECO EQUITY SALES, INC. (CARMEL IN)
BC
Issued 03/09/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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