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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Allen Young is a financial advisor with over 30 years of experience in the financial services industry. Craig Allen Young is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since 1990. Before joining Merrill Lynch, Pierce, Fenner & Smith Inc. Craig Allen Young worked at American Express Financial Advisors Inc., IDS Life Insurance Company and The Stuart-James Company, Incorporated. Craig Allen Young specializes in providing investment advice to high-net-worth individuals, corporations and other businesses, charitable organizations, insurance companies, pension and profit-sharing plans, and state or municipal government entities. Craig Allen Young also offers financial planning, pension consulting, educational seminars, and portfolio management services. Craig Allen Young is registered with the Securities and Exchange Commission (SEC) and is also licensed to sell securities in many states.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
UT
06/10/1994 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PROVO UT)
MN
08/20/1990 - 11/20/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/20/1990 - 11/20/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CO
08/22/1989 - 08/21/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 08/26/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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