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Owen Colligon F

Series 63, Series 66

Los Angeles, CA

UBS Financial Services

Owen Colligon Fessick is a financial advisor with UBS Financial Services in Los Angeles, CA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes positions at The Vanguard Group and Clarivate Analytics, as well as a sabbatical period. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations with both discretionary and non-discretionary portfolio management. The firm’s platform also includes institutional trading capabilities, custody, underwriting, and capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Dorian K

Series 63, Series 66

Los Angeles, CA

UBS Financial Services

Dorian Khouri is a financial advisor with UBS Financial Services in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with UBS since 2001. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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