Unclaimed
David Young is a financial advisor registered with Money Concepts Capital Corp. in Palm Beach Gardens, Florida. David Young has been working in the financial industry since December 2014. David Young is registered with the state of Georgia as an investment advisor representative and with other states.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
FL
08/13/2020 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
GA
12/23/2014 - 08/11/2020
EDWARD JONES (Marietta GA)
BOTH
Issued 02/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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