Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Frances Young is a financial advisor with Sofi Wealth LLC. Elizabeth has been working in the financial industry since February 2012 and holds licenses for both securities and investment advising. She is a Chartered Financial Analyst and is registered to work in New York. Elizabeth previously worked at BNY Mellon Securities Corporation and Robert W. Baird & Co. Incorporated.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
04/12/2021 - Present
Sofi Wealth LLC (New York NY)
NY
06/12/2015 - 03/25/2021
BNY MELLON SECURITIES CORPORATION (New York NY)
WI
01/01/2012 - 05/22/2015
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 02/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Elizabeth Young is the right advisor for you? Invested Better is here to help.
