Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gary Young is a financial advisor with over 20 years of experience in the financial services industry. David has a strong background in accounting and tax, having worked as a managing partner at Young and Company CPAs LLP. David is registered with Osaic Wealth, Inc., and has held previous registrations with other firms. David has obtained the Series 6, Series 63, and Series 65 licenses, as well as the SIE exam. David provides financial planning, portfolio management, and other financial services to individuals, businesses, and charitable organizations. David is committed to helping clients achieve their financial goals.
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.
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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (ROCHESTER NY)
NY
12/01/2017 - 06/14/2024
SECURITIES AMERICA, INC. (ROCHESTER NY)
NY
06/23/2011 - 12/04/2017
INVEST FINANCIAL CORPORATION (ROCHESTER NY)
NY
12/16/2008 - 06/23/2011
ENSEMBLE FINANCIAL SERVICES, INC. (ROCHESTER, NY NY)
NY
01/03/2002 - 12/10/2008
PREFERRED HOLDING CORPORARTION (ROCHESTER NY)
NY
01/22/1999 - 08/12/1999
BRENT CAPITAL CORP. (PITTSFORD NY)
IA
Issued 10/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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