Unclaimed
Elizabeth Young is a registered representative with Janney Montgomery Scott LLC and has been in the industry since December 2016. Elizabeth is a financial advisor who is passionate about helping clients achieve their financial goals. Elizabeth holds the Series 7, Series 66 and SIE exams. Elizabeth specializes in providing financial planning, investment management and retirement planning services to individuals, families, and businesses. Elizabeth previously worked at Raymond James & Associates, Inc. Elizabeth is committed to providing her clients with the highest level of service and personalized attention.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
FL
06/15/2020 - Present
Janney Montgomery Scott LLC (PALM BEACH GARDENS FL)
FL
12/22/2016 - 06/26/2020
RAYMOND JAMES & ASSOCIATES, INC. (WEST PALM BEACH FL)
BOTH
Issued 04/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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