Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Young is a financial advisor with over 27 years of experience in the industry. Brad is currently registered with Osaic Wealth, Inc. and has also previously worked for The Lincoln National Life Insurance Company, UVEST Investment Services, Conseco Financial Services, Inc., Invest Financial Corporation, and Southmark Financial Services, Inc. Brad holds Series 6, 7, 63, 65, and SIE licenses. Brad has a diverse background in the industry, having experience in providing financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
01/24/2025 - Present
Osaic Wealth, Inc. (FREDERICK MD)
IN
08/13/2002 - 04/21/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NC
12/15/1998 - 08/16/2002
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
IN
03/13/1998 - 12/21/1998
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
WI
10/09/1987 - 01/02/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
05/21/1987 - 10/22/1987
SOUTHMARK FINANCIAL SERVICES, INC.
IA
Issued 09/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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