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Brian Scott Young is an investment advisor representative with Osaic Wealth, Inc. Brian has been in the financial industry since 1996. Brian has experience providing advisory services in multiple states including Florida, Maryland, and Texas. Brian is a Certified Financial Planner™ professional. Brian provides investment advisory services for individuals, corporations, and charitable organizations. Brian specializes in a variety of financial planning services including: retirement planning, college savings, estate planning, insurance planning, and investment management.
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
06/03/2024 - Present
Osaic Wealth, Inc. (VENICE FL)
MD
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (FREDERICK MD)
MD
07/13/2015 - 03/01/2019
QUESTAR CAPITAL CORPORATION (FREDERICK MD)
MD
11/04/2008 - 07/17/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (FREDERICK MD)
MD
07/17/2006 - 10/31/2008
MML INVESTORS SERVICES, INC. (BETHESDA MD)
MD
05/20/2003 - 06/19/2006
THE HOUSE OF SECURITIES COMPANY (FREDERICK MD)
IA
11/20/1996 - 05/15/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 11/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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