Unclaimed
Dennis Fred Young is a financial advisor with over 13 years of experience in the industry. Dennis is currently registered with First Citizens Investor Services, Inc., and is licensed to offer investment advice in Georgia. Dennis specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Dennis has previously worked with SunTrust Investment Services, Inc., Truist Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Amsouth Investment Services, Inc., and Banc of America Investment Services, Inc.
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.
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.
1
2
GA
01/12/2024 - Present
First Citizens Investor Services, Inc. (Atlanta GA)
GA
01/11/2019 - 10/31/2023
TRUIST INVESTMENT SERVICES, INC. (WOODSTOCK GA)
GA
02/20/2015 - 01/24/2017
SUNTRUST INVESTMENT SERVICES, INC. (ALPHARETTA GA)
GA
10/07/2010 - 11/21/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
AL
10/09/2003 - 10/25/2004
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
MA
03/19/2002 - 08/01/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 02/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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