Karen Owens, financial advisor Toledo OH
90 score

Karen Owens

CRD Number: 6011119
Current Firm: Morgan Stanley

Karen Owens (CRD# 6011119) is an Investment Advisor Representative working at Morgan Stanley in Toledo, OH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Toledo, OH Dec 2011 - Current 5
Semper Fit Llc Dba Anytime Fitness Perrysburg, OH May 2006 - Current 10
Amedisys, Inc. Baton Rouge, LA Dec 2008 - Dec 2011 3
K & R Business Assoc., Inc Dba The Ups Store Toledo, OH Oct 1997 - Nov 2007 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Karen L. Owens
Phone Number: 914-225-5510
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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