Matthew Owens
Financial Advisor - Strategic Legacy Advisors, Inc. at Osaic Wealth, Inc
- Role
- Investment Advisor Representative Financial Consultant - Strategic Legacy Advisors, Inc at Osaic
- Location
- Lincoln, NE, US
- LinkedIn followers
- 500 followers
About Matthew Owens
Strategic Legacy Advisors, Inc. is a talented team of financial professionals that has been serving individual investors, businesses and non-profit organizations for more than twenty years. We expect each advisor on our team to bring a tremendous level of leadership, creativity and relationship to each client\'s scenario.Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.For more information and disclosures, please visit my website linked under Contact Info.
Experience
Investment Advisor Representative Financial Consultant - Strategic Legacy Advisors, Inc
Mar 2019 — Present
For more information and disclosures, please visit my website linked under Contact Info.
Skills
- Financial Services
- Portfolio Management
- Fixed Annuities
- Roth Ira
- Series 63
- Retirement
- Strategic Financial Planning
- Long Term Care Insurance
- 401k
- Wealth Management
- 529 Plans
- Social Networking
- Life Insurance
- Disability Insurance
- Charitable Trusts
- Traditional Ira
- Mutual Funds
- 401k Rollovers
- Iras
- Investments
- Series 6
- Personal Financial Planning
- Variable Annuities
- College Savings Plans
- Customer Service
- Retirement Savings
- Social Media
- Securities
- Estate Planning
- Financial Planning
- Series 65
- Retirement Planning
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