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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 McColl Young is a financial advisor with over 30 years of experience in the industry. David has a strong background in investment advisory and brokerage services. David is registered to provide investment advice in Colorado and Texas. David is currently employed with UBS Financial Services Inc. David has also worked with DEAN WITTER REYNOLDS INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and DUNHILL INVESTMENTS LTD. David has a strong track record of success in helping clients achieve their financial goals. David is a Certified Financial Planner and is committed to providing clients with personalized financial advice and guidance. David specializes in providing financial advice to individuals, families, businesses, and institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CO
03/10/2006 - Present
UBS Financial Services Inc. (DENVER CO)
NY
06/17/1987 - 02/13/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
04/21/1987 - 04/29/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
08/21/1986 - 03/02/1987
DUNHILL INVESTMENTS LTD.
IA
Issued 04/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/1990
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/1989
Series 3 - National Commodity Futures Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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