Unclaimed
John D. Young is a financial advisor with over 13 years of experience in the industry. John is registered with Stratos Wealth Partners, Ltd. and currently holds licenses in Louisiana and Texas. John is also a Certified Financial Planner™ professional. John has previously worked with Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. John specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. John also specializes in retirement planning, investment management, and estate planning. John D. Young is committed to helping his clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
TX
07/24/2023 - Present
Stratos Wealth Partners, Ltd. (New Braunfels TX)
TX
01/03/2011 - 02/12/2021
WELLS FARGO CLEARING SERVICES, LLC (NEW BRAUNFELS TX)
TX
09/01/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (NEW BRAUNFELS TX)
LA
07/04/2008 - 08/13/2010
CAPITAL ONE INVESTMENT SERVICES LLC (LAPLACE LA)
BOTH
Issued 01/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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