Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Young is a financial advisor with Kovack Advisors, Inc. with over 24 years of experience in the financial industry. Jeffrey is registered with the state of Colorado and Florida. Jeffrey has worked with various financial firms throughout his career, including LPL Financial LLC, Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., and Lincoln Financial Advisors Corporation. Jeffrey has earned the Series 6, Series 63, and SIE licenses, and has experience in fixed insurance sales and financial advising.
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.
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.
1
2
FL
04/24/2012 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
FL
11/29/2007 - 04/24/2012
LPL FINANCIAL LLC (LIGHTHOUSE POINT FL)
FL
08/01/2003 - 12/04/2007
WALNUT STREET SECURITIES, INC. (FORT LAUDERDALE FL)
NY
02/15/2000 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IN
07/29/1999 - 01/26/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
BC
Issued 03/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Young is the right advisor for you? Invested Better is here to help.
