Unclaimed
Danny Kim Young is a financial professional with over 30 years of experience in the industry. Danny is currently registered with Osaic Wealth, Inc. and has previously worked at Jefferson-Pilot Investor Services, Inc., G. R. Phelps & Co., Inc., and Investcorp, Inc. Danny holds a number of professional designations, including Certified Financial Planner and Chartered Financial Consultant. Danny has a diverse background in providing financial services to a variety of clients, including individuals, businesses, and charitable organizations. Danny specializes in providing financial planning, portfolio management, and pension consulting services.
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
SC
01/24/2025 - Present
Osaic Wealth, Inc. (N CHARLESTON SC)
IN
05/18/1990 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
NA
08/25/1988 - 05/17/1990
G. R. PHELPS & CO., INC.
NA
05/07/1986 - 09/21/1988
INVESTACORP, INC.
BC
Issued 04/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/06/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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