Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew T. Young is an Investment Advisor Representative registered with Whitaker-Myers Wealth Managers, Ltd. Andrew has been with the firm since December 2019. Andrew is also licensed to provide investment advice in Ohio and Texas. Andrew passed the Uniform Investment Adviser Law Examination (Series 65) on January 9, 2020. Andrew has a background in the financial services industry, having previously worked at Huntington Bank, JP Morgan Chase & Co. and other firms. Andrew's specialties include portfolio management for individuals, financial planning, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Estate planning, bill pay services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Selection of other advisers fees
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OH
04/28/2020 - Present
Whitaker-Myers Wealth Managers, Ltd. (MANSFIELD OH)
IA
Issued 01/09/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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