Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dal? Claim Your ProfileDal Jeff Youn is a financial advisor with Wells Fargo Clearing Services, LLC and has over 27 years of experience in the financial industry. Dal Jeff Youn holds Series 7 and Series 63 licenses and is a registered investment advisor (RIA). He is also a Certified Financial Planner™ and a member of the Financial Planning Association. Dal Jeff Youn specializes in providing financial planning, investment management and retirement planning services to individuals, families and businesses. Dal Jeff Youn has been with Wells Fargo Clearing Services, LLC since 2016. Prior to that, Dal Jeff Youn worked at M.L. Stern & Co., LLC. and Baraban Securities, Inc. Dal Jeff Youn is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Investment consulting services to institutional clients
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
CA
08/01/2024 - Present
Wells Fargo Clearing Services, LLC (EL DORADO HILLS CA)
CA
12/10/1996 - 09/07/2001
M.L. STERN & CO., LLC. (BEVERLY HILLS CA)
CA
10/03/1996 - 12/12/1996
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
Issued 10/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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