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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Youngs is a financial advisor with Cetera Investment Advisers LLC in Bonita Springs, Florida. Brian has been in the financial services industry since 1994. Brian provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Brian has a Series 7, Series 63, Series 24, Series 99TO, and SIE licenses. Brian is also registered as an Investment Advisor Representative with the state of Florida.
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
FL
12/01/2020 - Present
Cetera Investment Advisers LLC (Bonita Springs FL)
FL
05/03/2006 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Bonita Springs FL)
FL
04/23/1999 - 05/03/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (NAPLES FL)
CA
02/04/1997 - 04/28/1999
ASHTIN KELLY & CO. (SAN FRANCISCO CA)
FL
09/19/1996 - 02/25/1997
RM STARK & CO INC. (LAKE WORTH BEACH FL)
NY
03/27/1995 - 09/24/1996
SMITH BARNEY INC. (NEW YORK NY)
FL
07/06/1994 - 03/31/1995
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 01/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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