Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John-mark? Claim Your ProfileJohn-mark Collier Young is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. John-mark has been in the financial services industry since 2008. John-mark is registered with the state of Ohio as an Investment Advisor Representative and the state of Texas as an Investment Advisor Representative. John-mark is also a registered Representative with the Financial Industry Regulatory Authority (FINRA) and has passed the Series 6, Series 7, and Series 63 exams. John-mark has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. John-mark specializes in providing financial planning, portfolio management, and estate planning services. John-mark also provides services to clients of M. S. HOWELLS & CO. and RAYMOND JAMES FINANCIAL SERVICES, INC.
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.
Personalized portfolio management to meet individual financial objectives.
Estate planning, bill pay services
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.
Selection of other advisers fees
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2
OH
04/23/2020 - Present
Whitaker-Myers Wealth Managers, Ltd. (Wooster OH)
OH
03/03/2017 - 10/19/2017
M. S. HOWELLS & CO. (Wooster OH)
OH
02/02/2015 - 03/08/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (Wooster OH)
OH
03/13/2012 - 02/03/2015
PNC INVESTMENTS (WOOSTER OH)
KY
06/17/2008 - 12/22/2010
PNC INVESTMENTS (LOUISVILLE KY)
IA
Issued 07/19/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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