Owen Stephens (CRD# 7472047) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has 1 year of experience in the finance industry.
CRD# 6626957
Prudential Financial Planning Services
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Covington, KY | Nov 2021 - Current | 2 |
| Piston Society | Cincinnati, OH | Aug 2021 - Nov 2021 | < 1 |
| Rohs Street Cafe | Cincinnati, OH | Feb 2021 - Nov 2021 | < 1 |
| University Of Cincinnati | Cincinnati, OH | Aug 2017 - Apr 2021 | 3 |
| Target | Newport, KY | Nov 2020 - Feb 2021 | < 1 |
| Summit Hills Country Club | Crestview Hills, KY | Jun 2020 - Nov 2020 | < 1 |
| Istituto Universitario Salesiano Venezia | Verona, | Aug 2019 - Jan 2020 | < 1 |
| Westpoint Financial Group | Cincinnati, OH | May 2019 - Aug 2019 | < 1 |
| University Of Cincinnati | Cincinnati, OH | Aug 2018 - Feb 2019 | < 1 |
| Cincinnati Circus Company | Cincinnati, OH | Feb 2014 - Jan 2019 | 4 |
| University Of Cincinnati | Cincinnati, OH | Apr 2018 - Aug 2018 | < 1 |
| Burke Inc. | Milford, OH | Dec 2017 - Mar 2018 | < 1 |
| Milford Highschool | Milford, OH | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- KY
- OH
- TX
-
Total Assets Under Management652,548MILLIONS
-
Total Number of Accounts1,712,247ACCOUNTS
-
Average Account Value$381,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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