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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beth? Claim Your ProfileBeth Lynn Young is an active investment advisor representative and has over 34 years of experience in the financial services industry. Beth Lynn is currently registered with Stifel, Nicolaus & Company, Inc. Previously, Beth Lynn was registered with McDonald Investments Inc., Key Investments Inc., Society Investments, Inc. and Carnegie Fund Distributors, Inc.. Beth Lynn specializes in providing financial planning and portfolio management services for both businesses and individuals. Beth Lynn is also registered to provide investment advisory services in Arizona, Colorado, District of Columbia, Florida, Illinois, Kentucky, Maryland, Michigan, New Hampshire, North Carolina, Ohio, Oregon, South Carolina, Texas, Utah, and Washington.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
04/25/2024 - Present
Stifel, Nicolaus & Company, Inc. (FAIRLAWN OH)
OH
05/14/1999 - 02/02/2007
MCDONALD INVESTMENTS INC. (AKRON OH)
OH
03/03/1995 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
06/22/1990 - 03/03/1995
SOCIETY INVESTMENTS, INC.
OH
06/06/1989 - 12/19/1989
CARNEGIE FUND DISTRIBUTORS, INC. (CLEVELAND OH)
IA
Issued 03/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1990
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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