Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey William Young is a registered representative and investment advisor representative with Oppenheimer & Co. Inc. Jeffrey has been in the securities industry since 1986. Jeffrey has passed the Series 7, Series 63, Series 65 and SIE exams. Currently, Jeffrey is registered in Alabama, Arkansas, California, Delaware, Louisiana, Maryland, Michigan, Texas and Virginia. Prior to joining Oppenheimer & Co. Inc., Jeffrey was employed by MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., STANFORD GROUP COMPANY and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/19/2009 - Present
Oppenheimer & Co. Inc. (KENEDY TX)
TX
06/01/2009 - 06/23/2009
MORGAN STANLEY SMITH BARNEY (HOUSTON TX)
TX
04/30/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
TX
09/21/1998 - 05/03/2004
STANFORD GROUP COMPANY (HOUSTON TX)
NY
07/23/1986 - 09/25/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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