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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Orwin Young is a financial advisor who has been in the industry since December 14, 1996. Edwin Orwin Young is currently registered with Cetera Investment Advisers LLC and has been with the firm since June 2023. Previously, Edwin Orwin Young was registered with VOYA FINANCIAL ADVISORS, INC. from September 14, 2012 to June 9, 2021, and NEXT FINANCIAL GROUP, INC. from March 7, 2005 to September 18, 2012. Edwin Orwin Young is also a registered representative of Cetera Advisor Networks LLC. Edwin Orwin Young specializes in financial planning, pension consulting, educational seminars, and portfolio management.
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.
Guidance on pension options to ensure a secure financial future.
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.
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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (BREA CA)
CA
09/14/2012 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (BREA CA)
CA
03/07/2005 - 09/18/2012
NEXT FINANCIAL GROUP, INC. (TUSTIN CA)
TX
01/14/2004 - 12/31/2004
VERITRUST FINANCIAL, LLC (AUSTIN TX)
TX
04/22/2002 - 12/31/2003
VERITRUST FINANCIAL, LLC (AUSTIN TX)
CA
03/12/1997 - 04/22/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
AZ
09/17/1996 - 02/28/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 07/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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