Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Willis Younge is a financial advisor who has been working in the industry since 2002. Gerald Younge is currently registered with Truist Advisory Services, Inc. and is licensed to provide financial advice in Colorado, Connecticut, Delaware, Florida, Georgia, Kentucky, Maryland, New Jersey, New Mexico, North Carolina, Ohio, Oregon, South Carolina, and Virginia. Gerald Younge is also registered as an Investment Advisor Representative in North Carolina. Gerald Younge specializes in providing financial advice to individuals, corporations, charitable organizations, and other investment advisors.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (GOLDSBORO NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
12/05/2011 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (GOLDSBORO NC)
NC
08/20/2002 - 12/06/2011
EDWARD JONES (RALEIGH NC)
BOTH
Issued 01/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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