linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Diane Young

Navy Federal Investment Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Diane? Claim Your Profile

About Diane Young

Diane Young is a financial advisor with over a decade of experience in the financial services industry. Diane currently holds a Series 7, 24, 66, 99TO, and SIE license, and is registered to provide investment advice in North Carolina, Texas, and Virginia. Diane has held previous positions at Goldman Sachs & Co. LLC, E*TRADE Securities LLC, and TD Ameritrade, Inc. Diane currently works with Navy Federal Investment Services, LLC, and specializes in providing financial planning, educational seminars, and portfolio management for individuals and businesses.

Firm Information

Diane Young is currently registered with Navy Federal Investment Services, LLC. Navy Federal Investment Services, LLC is a registered investment advisor based in Vienna, Virginia. They offer financial planning, educational seminars, and portfolio management for individuals and businesses. The firm manages approximately $1 billion to $10 billion in assets and has a strong presence across the United States.
Navy Federal Investment Services, LLC

1007 ELECTRIC AVE

VIENNA, VA 22180

$1.47B

Assets Under Management

Not reported

Total Clients

129

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Diane Young’s Registration & Firm History

VA

07/28/2020 - Present

Navy Federal Investment Services, LLC (Vienna VA)

NY

12/23/2015 - 08/04/2020

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

NY

02/13/2012 - 02/26/2015

E*TRADE SECURITIES LLC (NEW YORK NY)

NJ

05/13/2009 - 11/03/2010

TD AMERITRADE, INC. (JERSEY CITY NJ)

Not sure if Diane Young is right for you?

Licenses & Designations

BOTH

Issued 06/30/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/26/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Diane Young.
Not sure if Diane Young is right for you?