Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Young is a financial advisor with over 20 years of experience in the financial services industry. Derek has been a registered representative with Schwab Wealth Advisory, Inc. since December 2020. Previously, Derek has worked at various firms including TD Ameritrade, Charles Schwab & Co., Inc., E*TRADE Securities LLC, LPL Financial LLC, Fidelity Brokerage Services LLC, Chase Investment Services Corp., Farmers Financial Solutions, LLC, and The Huntington Investment Company. Derek specializes in portfolio management for individuals and businesses, financial planning and has a Series 7, Series 24, and Series 66 licenses. Derek is registered to provide securities and investment advisory services in 30 states and the District of Columbia.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
06/24/2021 - Present
Schwab Wealth Advisory, Inc. (Indianapolis IN)
MI
10/25/2018 - 12/23/2020
TD AMERITRADE, INC. (NOVI MI)
MI
08/16/2016 - 10/30/2018
CHARLES SCHWAB & CO., INC. (Novi MI)
MI
11/18/2015 - 07/29/2016
E*TRADE SECURITIES LLC (FARMINGTON MI)
MI
06/23/2014 - 11/27/2015
LPL FINANCIAL LLC (BIRMINGHAM MI)
MI
12/09/2010 - 06/27/2014
FIDELITY BROKERAGE SERVICES LLC (BIRMINGHAM MI)
MI
10/06/2010 - 11/19/2010
CHASE INVESTMENT SERVICES CORP. (WAYNE MI)
MI
06/08/2004 - 09/22/2010
FIDELITY BROKERAGE SERVICES LLC (FLINT MI)
CA
10/09/2003 - 04/07/2004
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
OH
11/30/1999 - 06/05/2003
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BOTH
Issued 10/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Derek Young is the right advisor for you? Invested Better is here to help.
