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FREDERICK OWSLEY
FRED OWSLEY, FREDERICK J OWSLEY
CRD#: 5284711
IA
B
GENEOS WEALTH MANAGEMENT, INC.CRD#: 120894 8115 E INDIAN BEND RD
SUITE #117
SCOTTSDALE, AZ 85250
SUITE #117
SCOTTSDALE, AZ 85250
0
Disclosures
17
Years of Experience
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State Registrations
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Arizona 3/6/2013
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Arizona 5/29/2018
SRO Registrations
B
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Registered with this firm since 5/29/2018
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Registered with this firm since 3/6/2013
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 09/08/2010 - 02/28/2013 | TEMPE, AZ | |
B | 02/04/2008 - 09/07/2010 | TEMPE, AZ |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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