Owen Edwards Email & Phone Number
Certified Financial Fiduciary®
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Owen Edwards Location
- Blakely, PA, US
Owen Edwards Work
- Investment Advisor Representative and 401(k) MEP and PEP Specialist @ (November 2022 - Present)
- Investment Advisor @ Edwards Investments (January 2001 - October 2024)
- Intern @ Prudential Securities (June 1994 - January 1995)
- Certified Financial Fiduciary® @ Edwards Investments, LLC (January 2004 - Present)
- Financial Advisor @ (April 1998 - January 2001)
- Financial Advisor @ Prudential Securities (May 1996 - March 1998)
- Sales Assistant @ Prudential Securities (January 1995 - May 1996)
Owen Edwards Education
- Boston University
Certificate in Financial Planning (Program for Financial Planning)
- Lakeland
Owen Edwards Skills
- Never lose money with safe, tax-advantaged investing.
- Money
- Retirement Planning
- Investments
- Wealth Management
- Investment Strategies
- Retirement
- Estate Planning
- Strategic Financial Planning
- 401k
- Asset Allocation
- Mutual Funds
- Fixed Annuities
- Asset Managment
- Investment Advisory
- Equities
- Asset Management
- Series 7
- Portfolio Management
- Finance
- Financial Services
- Life Insurance
- Wealth
- Insurance
- IRAs
- Wealth Management Services
- Financial Advisory
- Investment Management
- ETFs
- High Net Worth Individuals
- Financial Planning
- 401(k) Retirement Savings Plans
- High Net Worth
- 401K Retirement Savings Plans
- Never Lose Money With Safe
- Tax Advantaged Investing
- Strategic Financial
- 401 Retirement Savings Plans
Owen Edwards Summary
- Owen Edwards, based in Blakely, PA, US, is currently a Certified Financial Fiduciary® at Edwards Investments, LLC. Owen Edwards brings experience from previous roles at Royal Fund Management, LLC, Edwards Investments, Prudential Securities and A.G. Edwards & Sons, Inc.. Owen Edwards holds a Certificate in Financial Planning in Program for Financial Planning @ Boston University. With a robust skill set that includes Never lose money with safe, tax-advantaged investing., Money, Retirement Planning, Investments, Wealth Management and more. Owen Edwards has 3 emails and 1 mobile phone numbers on RocketReach.
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