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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diane? Claim Your ProfileDiane Lynn Young is a financial advisor who has been in the industry for over 30 years. Diane is a registered Investment Advisor with the states of Michigan and Texas. Diane works with individuals, families, and businesses to help them reach their financial goals. She is a member of the Girl Scouts of Southeast Michigan board and is president of the Women's Democratic Club of Greater Rochester. Diane is also the author of the book, "Owning Your Financial Success." Diane is currently a registered representative with Arrowroot Family Office, LLC, and specializes in a wide range of financial planning needs.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MI
02/08/2022 - Present
Arrowroot Family Office, LLC (ROCHESTER HILLS MI)
MI
05/27/2004 - 09/26/2016
ROYAL ALLIANCE ASSOCIATES, INC. (ROCHESTER MI)
NY
08/21/2000 - 05/14/2004
AXA ADVISORS, LLC (NEW YORK NY)
CT
06/08/1998 - 04/24/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
05/09/1997 - 06/09/1998
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
MA
07/22/1996 - 05/09/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/22/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
PA
12/09/1992 - 07/23/1996
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
08/23/1991 - 11/03/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
05/22/1991 - 08/16/1991
MONARCH SECURITIES, INC.
IA
Issued 04/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/03/1995
Series 24 - General Securities Principal Examination
BC
Issued 09/26/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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