Unclaimed
Billy Young is a financial advisor with RBC Capital Markets, LLC, a firm with over $50 billion in assets under management. Billy's experience in the industry dates back to 2007 and spans several firms including Macquarie Capital (USA) Inc. and Oppenheimer & Co. Inc. Billy's expertise extends to portfolio management for individuals, businesses, and pooled investment vehicles, as well as pension consulting. Billy's dedication to providing comprehensive financial guidance is evident in the various advisory services offered by RBC Capital Markets, LLC.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
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2
NY
03/03/2014 - Present
RBC Capital Markets, LLC (NEW YORK NY)
NY
12/01/2009 - 03/27/2012
MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)
NY
04/17/2008 - 12/01/2009
FOX-PITT KELTON COCHRAN CARONIA WALLER (USA) LLC (NEW YORK NY)
NY
04/03/2007 - 03/10/2008
OPPENHEIMER & CO. INC. (NEW YORK NY)
BC
Issued 06/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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BOX Exchange LLC
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Cboe BYX Exchange, Inc.
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Cboe BZX Exchange, Inc.
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Cboe C2 Exchange, Inc.
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Cboe EDGA Exchange, Inc.
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Cboe EDGX Exchange, Inc.
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Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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MEMX LLC
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MIAX PEARL, LLC
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NYSE American LLC
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NYSE Arca, Inc.
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NYSE Chicago, Inc.
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NYSE National, Inc.
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Nasdaq BX, Inc.
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Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
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Nasdaq PHLX LLC
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Nasdaq Stock Market
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New York Stock Exchange
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