Unclaimed
Brent Arvid Young is a financial advisor with Raymond James Financial Services Advisors, Inc. in Cheyenne, Wyoming. Brent has been in the financial services industry since 2017 and has a strong track record of providing financial advice and investment management services to individuals and businesses. Brent is also a Certified Financial Planner. Brent is committed to providing his clients with personalized financial planning and investment management services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WY
02/07/2023 - Present
Raymond James Financial Services Advisors, Inc. (Cheyenne WY)
GA
09/08/2022 - 12/31/2022
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
09/08/2022 - 12/31/2022
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NE
09/08/2022 - 12/31/2022
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
09/08/2022 - 12/31/2022
TRIAD ADVISORS LLC (ATLANTA GA)
MN
09/08/2022 - 12/31/2022
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
AZ
09/07/2022 - 12/31/2022
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
WY
01/12/2022 - 07/19/2022
CHARLES SCHWAB & CO., INC. (Cheyenne WY)
WY
04/22/2021 - 11/30/2021
J.P. MORGAN SECURITIES LLC (Cheyenne WY)
WY
07/15/2020 - 04/16/2021
LPL FINANCIAL LLC (CASPER WY)
TX
06/14/2017 - 07/13/2020
CHARLES SCHWAB & CO., INC. (Westlake TX)
BOTH
Issued 08/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/15/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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