Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Stuart Young has over 30 years of experience in the financial services industry. Currently, Gregory is registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since 2011. Previously, Gregory was with STONE & YOUNGBERG LLC, FIRST CALIFORNIA CAPITAL MARKETS GROUP, INC., EMMETT A LARKIN COMPANY, INC., ROONEY, PACE INC., and BEAR, STEARNS & CO. Gregory's current registrations include Series 63, Series 65, and Series 7 exams. Gregory's areas of specialization include portfolio management for individuals, businesses, and pooled investment vehicles, financial planning, pension consulting, and educational seminars.
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.
1
2
CA
11/02/2011 - Present
Stifel, Nicolaus & Company, Inc. (SAN FRANCISCO CA)
CA
04/25/1990 - 11/02/2011
STONE & YOUNGBERG LLC (SAN FRANCISCO CA)
NA
03/14/1985 - 04/25/1990
FIRST CALIFORNIA CAPITAL MARKETS GROUP, INC.
NA
01/30/1985 - 03/12/1985
EMMETT A LARKIN COMPANY, INC.
NA
12/18/1984 - 01/10/1985
ROONEY, PACE INC.
NA
10/25/1984 - 12/14/1984
BEAR, STEARNS & CO.
IA
Issued 04/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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