ADVISOR BIO

Owen Bueford Harvey is a financial advisor at Edward Jones. Owen has been in the financial services industry for 2 years. Owen has passed the Series 66, Series 7TO, and SIE exams. Owen is registered in Colorado, Florida, Illinois, New York, Texas. Owen's previous experience includes working at First Command Brokerage Services, Inc., Franklin Street, Gator Development, Mount Sinai Medical Center, The Van Buren Group, and First Command Advisory Services, Inc. Owen specializes in providing financial advice to individuals, businesses, and retirement plans.

SPECIALIZATIONS

ADVISOR BIO

Owen Odonnell is a financial advisor with Ameriprise Financial Services, LLC. Owen has been in the financial industry since February 2020 and has a combined state law license. Owen has a Series 7TO, Series 66, and SIE licenses. Owen is registered in 31 states and the District of Columbia. Owen offers asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals. Owen also provides portfolio management for businesses and individuals. Owen is active in the financial industry. Owen is a registered representative and investment advisor representative. Owen is also a licensed real estate agent.

SPECIALIZATIONS

ADVISOR BIO

Owen Parr is a financial advisor with over 30 years of experience in the industry. Owen is registered with Snowden Capital Advisors LLC and has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, Dean Witter Reynolds Inc., Smith Barney Inc., Raymond James & Associates, Inc., and again with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Owen is a Series 63 and Series 65 licensed financial advisor. Owen's firm specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to a range of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations.

SPECIALIZATIONS

ADVISOR BIO

Owen A. Thiessen is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 17 years of experience in the financial services industry. Owen is licensed in Florida and Texas. Owen specializes in providing financial services to individuals, corporations, and pension and profit-sharing plans.

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ADVISOR BIO

Ozlem Artan is a registered investment advisor representative with Citigroup Global Markets Inc., based in Miami, Florida. Ozlem has been in the industry since 2000 and has a broad range of experience in financial planning, portfolio management, and asset allocation advice. Ozlem has successfully completed the Series 66, Series 24, and Series 7TO examinations, demonstrating expertise in securities and investment advisory regulations.

SPECIALIZATIONS

ADVISOR BIO

Pablo Botta is an investment advisor representative with J.P. Morgan Securities LLC. Pablo is licensed to provide investment advice in 53 states and the District of Columbia. Pablo has been in the financial services industry since August 2019. Pablo specializes in providing financial planning services, pension consulting and portfolio management services for businesses and individuals. Pablo is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Pablo is affiliated with J.P. Morgan Chase Bank, N.A. The firm offers a variety of financial services, including investment advisory, brokerage, and banking.

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ADVISOR BIO

Pablo Clemente Colella stifano is a registered representative and investment advisor representative with J.p. Morgan Securities LLC. Pablo has been in the industry since 2022 and holds a Series 7TO, Series 66 and SIE license. Pablo specializes in providing financial planning, portfolio management, and pension consulting services. J.p. Morgan Securities LLC is a large investment firm with a wide range of financial products and services.

SPECIALIZATIONS

ADVISOR BIO

Pablo Morales is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Pablo has over 9 years of experience in the financial industry. Before joining Merrill Lynch Pablo worked at SANTANDER INVESTMENT SECURITIES INC. Pablo holds licenses for both Broker-Dealer and Investment Advisor and has passed Series 7, Series 63, Series 65 and SIE exams. Pablo is currently registered in 28 states.

SPECIALIZATIONS

ADVISOR BIO

Pablo Morgades is a financial advisor with UBS Financial Services Inc. Pablo has been in the industry for over 10 years. They have held previous positions at BCI SECURITIES, INC. and BCI MIAMI. Pablo holds the Series 7TO, SIE, and Series 66 licenses. They specialize in providing financial advice to high-net-worth individuals, corporations, and other businesses.

SPECIALIZATIONS

ADVISOR BIO

Pablo Luchau is a registered investment advisor representative with J.P. Morgan Securities LLC. Pablo has been in the securities industry since August 2021. Pablo is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7TO, Series 66, and SIE licenses. Pablo is also registered with the state of Florida and Texas as an investment advisor representative. Pablo has been licensed to offer securities and investment advice in Florida and Texas since February 2022. Pablo has a broad range of experience in the financial services industry, and is committed to providing clients with personalized investment advice and guidance. Pablo has a strong track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS