Robert OwensCRD Number: 4627870
Current Firm: Midwestern Securities Trading Company,llc
Robert Owens (CRD# 4627870) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in East Peoria, IL and has over 14 years of experience in the finance industry.
Charles Schwab & Company, Inc.
Lpl Financial LLC
Royal Alliance Associates, Inc.
|Midwestern Securities Trading Company, LLC||East Peoria, IL||Jan 2014 - Current||3|
|Athens State Bank||Springfield, IL||Jan 2014 - Current||3|
|American United Life||Springfield, IL||Aug 2008 - Jan 2014||5|
|Oneamerica Securities||Springfield, IL||Aug 2008 - Jan 2014||5|
|Pruco Securities||Springfield, IL||Jan 2003 - Aug 2008||5|
|Prudential Insurance Co Of America||Springfield, IL||Jan 2003 - Aug 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2003|
Total Assets Under Management247MILLIONS
Total Number of Accounts1,428ACCOUNTS
Average Account Value$172,969
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MO, MT, NC, NM, NV, NY, OR, PA, TX, VT, WI
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