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Charles Andrew Youngblood

SUN Life Institutional Distributors (u.s.) LLC

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About Charles Andrew Youngblood

Charles Andrew Youngblood is a financial advisor with Sun Life Institutional Distributors (u.s.) LLC. Charles has been in the industry since April 2006. Charles is licensed in 52 states. Charles has Series 7, 24, 63, 99TO, and SIE licenses. Charles has worked for SEPULVEDA DISTRIBUTORS LLC, NOMURA SECURITIES INTERNATIONAL, INC., and NYLIFE DISTRIBUTORS LLC in the past.

Firm Information

Charles Youngblood is currently registered with SUN Life Institutional Distributors (u.s.) LLC. SUN Life Institutional Distributors (u.s.) LLC is a Limited Liability Company formed in 2013 and is approved to operate in all 50 states, as well as the District of Columbia, Virgin Islands, and Puerto Rico. The firm is registered with the SEC and operates as a financial services provider.

Not reported

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Charles Youngblood’s Registration & Firm History

NY

12/12/2022 - Present

SUN Life Institutional Distributors (u.s.) LLC (New York NY)

NY

10/16/2017 - 12/02/2022

SEPULVEDA DISTRIBUTORS LLC (NEW YORK NY)

NY

02/28/2013 - 09/29/2017

NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)

NY

03/03/2006 - 02/22/2013

NYLIFE DISTRIBUTORS LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/27/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/07/2010

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 03/02/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Andrew Youngblood.
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