Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evelyn? Claim Your ProfileEvelyn Young is a financial advisor with over 10 years of experience in the financial services industry. Evelyn is currently registered with LPL Financial LLC and holds Series 7, Series 66, and SIE licenses. Evelyn has previously worked for Morgan Stanley, Morgan Stanley & Co. Incorporated and UBS Financial Services Inc. Evelyn specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses. Evelyn is committed to helping clients achieve their financial goals through a personalized approach.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MA
08/25/2014 - Present
LPL Financial LLC (COTUIT MA)
MA
06/01/2009 - 08/18/2014
MORGAN STANLEY (HYANNIS MA)
MA
03/07/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (EAST HARWICH MA)
MA
11/18/2004 - 03/20/2008
UBS FINANCIAL SERVICES INC. (HYANNIS MA)
BOTH
Issued 12/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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