SW
Steven C. Wise
OWENWISE FINANCIAL LLC
ORLANDO, FL
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CRD#: 5959748
SW
Professional summary
Steven C Wise is a registered financial advisor currently at OWENWISE FINANCIAL LLC located in Orlando, Florida.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Steven has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Steven C Wise's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 6, 2012 - Present
OWENWISE FINANCIAL LLC
RIA
CRD#: 156481
ORLANDO, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(1/6/2012)
Current Firm
OF
OWENWISE FINANCIAL LLC
OWENWISE FINANCIAL LLC
CRD#: 156481 / SEC#:
Florida
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Contact information
Main Address
Orlando, FL
Mailing Address
Po Box 561252, Orlando, FL 32856
Phone number
(407) 383-9075
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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