Unclaimed
Brandon Owen Young is a financial professional with over 2 years of experience in the industry. Brandon is a registered representative with Charles Schwab & CO., Inc. and holds the Series 7TO, Series 99TO and Series 24 licenses. Brandon works out of the Lone Tree, CO office.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
01/01/2024 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BC
Issued 04/22/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/04/2024
Series 99TO - Operations Professional Examination
BC
Issued 12/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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