Unclaimed Profile

Angie Chen Owens

PARTNERVEST ADVISORY SERVICES LLC·SANTA BARBARA, California

SIE, Series 7, Series 63, Series 66, Series 99TOClean record17 years registeredPARTNERVEST ADVISORY SERVICES LLC

360 S. HOPE AVENUE, SANTA BARBARA, CA 93105CRD# 4985105Firm CRD# 113621

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Angie Chen Owens · SANTA BARBARA, CA

Registration

CRD #4985105 · PARTNERVEST ADVISORY SERVICES LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PARTNERVEST ADVISORY SERVICES LLC

CHANGEPATH, LLC

Oct 2020 – Jun 2021

Santa Barbarra, CA

PARTNERVEST ADVISORY SERVICES LLC

May 2009 – Jun 2021

SANTA BARBARA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Series 99TO

Registration record

First registered · May 12, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARTNERVEST ADVISORY SERVICES LLC

CRD 113621 · SEC 801-62795

AUM

$135K

Regulatory assets under management

Employees

8 client accounts

Services offered by PARTNERVEST ADVISORY SERVICES LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PARTNERVEST ADVISORY SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Angie Chen Owens offer?

Angie Chen Owens specializes in Investment Management.

What are Angie Chen Owens's credentials?

Angie Chen Owens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Angie Chen Owens located?

Angie Chen Owens is based in SANTA BARBARA, California, last registered with PARTNERVEST ADVISORY SERVICES LLC.

How does Angie Chen Owens charge for services?

Angie Chen Owens's firm is compensated through other: none. see schedule d miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARTNERVEST ADVISORY SERVICES LLC?

PARTNERVEST ADVISORY SERVICES LLC has approximately 4 employees and manages $135K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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