Investments

Owen A. Moses
OIB Financial Services
909 North 18th Street, Suite 100
Monroe, Louisiana 71201
318-338-3015
owen.moses@investfinancial.com
"I'm here to help you achieve your financial goals."
INVEST Investment Representative, Owen A. Moses, located at Ouachita Independent Bank, offers access to a wide range of investment planning products and services. He approaches each customer with straightforward guidance with their financial decisions, such as retirement planning, lump sum distributions, 401(k) strategies, estate gifting, reducing taxes, enhancing income, growth options, college education, and insurance evaluations.
Northeast and Northwest Louisiana—Over the past 15 years, Owen has built his career in the financial services industry on a foundation of hard work and service. He is a fully licensed Securities and Insurance Representative, and holds a Degree in the School of Business from the University of Louisiana Monroe.
Because each individual's situation is unique, Owen will exercise great care in guiding you through the investment options that are available. Call Owen today for a free, private consultation.
Registered representative of and securities, insurance products and advisory services are offered through INVEST Financial Corporation (INVEST), member FINRA / SIPC, a Registered Investment Advisor and affiliated insurance agencies. INVEST is not affiliated with OIB Financial Services, Inc or Ouachita Independent Bank. INVEST does not provide tax or legal advice. Products and services offered through INVEST - Are not FDIC insured - Are not guaranteed - May lose value
Important Consumer Information
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
| Not FDIC Insured | Not Bank Guaranteed | May Lose Value |
| Not Guaranteed by any Government Agency | Not a Bank Deposit | |

