Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Young is a financial advisor with UBS Financial Services Inc. David has been in the industry since 1990. David is registered with the state of Alaska. David is licensed to provide services to individuals, corporations, businesses, trusts, charitable organizations, insurance companies, state and municipal government entities, and pension and profit-sharing plans. David has been associated with UBS Financial Services Inc. since 2000. Prior to that, David was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from 1990 to 2000. David 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.
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
AK
09/01/2000 - Present
UBS Financial Services Inc. (ANCHORAGE AK)
NY
08/31/1990 - 09/18/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/22/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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