Karen OwensCRD 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.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|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|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- 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
- Pension consulting services
- 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, 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