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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Allen Young is a financial advisor with over 29 years of experience in the industry. He has been registered with Wells Fargo Advisors Financial Network, LLC since 2008. Jeffrey has a wide range of experience, having previously worked at SunTrust Investment Services, Inc., SunTrust Securities, Inc., and Chatfield Dean & Co., Inc. He holds the Series 65, Series 63, Series 10, Series 9, Series 31, and Series 7 licenses, as well as the SIE certification. Jeffrey specializes in providing investment advice to individuals, corporations, and institutions. He is also a Chartered Financial Analyst (CFA).
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.
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.
Investment consulting services to institutional clients
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
GA
08/25/2016 - Present
Wells Fargo Advisors Financial Network, LLC (ATLANTA GA)
GA
01/04/1996 - 03/19/2008
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
12/04/1992 - 12/19/1994
SUNTRUST SECURITIES, INC. (ATLANTA GA)
CO
03/05/1992 - 06/22/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 06/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/25/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/03/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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