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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid John Young is a financial advisor with Wells Fargo Clearing Services, LLC, a registered investment advisor. David has been in the industry since 1984 and has experience with a wide range of financial products and services. David holds licenses to provide financial advice in multiple states. David also holds several professional designations and is an active member of several professional organizations. David has a commitment to providing clients with personalized financial advice and guidance. David is dedicated to helping clients achieve their financial goals and build a secure financial future.
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
MI
11/12/2012 - Present
Wells Fargo Clearing Services, LLC (HOLLAND MI)
MI
07/10/1987 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HOLLAND MI)
NA
03/22/1984 - 07/14/1987
PAINEWEBBER INCORPORATED
IA
Issued 03/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1984
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 02/01/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/04/1984
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1984
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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