Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dagny? Claim Your ProfileDagny Wright Young is an investment advisor representative with Sunbelt Securities, Inc. based in Houston, TX. Dagny has been in the industry since 1993. She holds Series 3, 7, 10, 14, 24, 52TO, 53, 63, 65, 79TO, 87, 99TO and SIE licenses. Dagny has also previously worked at PTX Securities, LLC, EDI FINANCIAL, INC., Braymen, Lambert and Noel Securities, LTD., WFG INVESTMENTS, INC., THE (WILSON) WILLIAMS FINANCIAL GROUP, AMRESCO SECURITIES, INC., EVEREN SECURITIES, INC., PRINCIPAL FINANCIAL SECURITIES, INC., and BANC ONE SECURITIES CORPORATION.
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.
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.
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2
TX
02/18/2016 - Present
Sunbelt Securities, Inc. (HOUSTON TX)
TX
03/16/2018 - 01/31/2020
PTX SECURITIES, LLC (PLANO TX)
TX
08/26/2013 - 12/31/2015
EDI FINANCIAL, INC. (IRVING TX)
TX
09/21/2015 - 10/21/2015
BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD. (SAN ANTONIO TX)
TX
06/15/1999 - 07/22/2013
WFG INVESTMENTS, INC. (DALLAS TX)
NA
05/07/1999 - 06/01/1999
THE (WILSON) WILLIAMS FINANCIAL GROUP
TX
07/30/1998 - 05/05/1999
AMRESCO SECURITIES, INC. (HOUSTOIN TX)
MO
05/11/1998 - 06/23/1998
EVEREN SECURITIES, INC. (ST. LOUIS MO)
TX
11/16/1994 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
IL
03/30/1994 - 11/15/1994
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
11/30/1992 - 03/01/1994
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
IA
Issued 07/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/20/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/25/1996
Series 14 - Compliance Officer Examination
BC
Issued 12/07/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/08/1995
Series 4 - Registered Options Principal Examination
BC
Issued 10/25/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2009
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/31/1996
Series 3 - National Commodity Futures Examination
BC
Issued 11/25/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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