Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brantley? Claim Your ProfileBrantley Young is a financial advisor currently registered with Fidelity Personal And Workplace Advisors in Westlake, Texas. Brantley has over 4 years of experience in the financial services industry. Prior to joining Fidelity Personal And Workplace Advisors, Brantley was a registered representative with Goldman Sachs & Co. LLC and Mercer Allied Company, L.P. Brantley is licensed to offer securities in 53 states and holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam.
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.
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.
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TX
09/30/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
01/04/2021 - 08/18/2021
GOLDMAN SACHS & CO. LLC (DALLAS TX)
TX
11/21/2019 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (DALLAS TX)
TX
03/21/2019 - 11/13/2019
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
09/23/2017 - 01/24/2018
PRUCO SECURITIES, LLC. (IRVING TX)
IA
Issued 07/31/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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