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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn W. Young is a financial advisor with UBS Financial Services Inc. John has been in the financial industry for over 27 years. John provides services such as financial planning, portfolio management for businesses, and portfolio management for individuals. John has been registered with the state of Maryland since January 2009. John is also registered with the state of Florida since November 2021, and the state of Texas since May 2010.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MD
05/06/2010 - Present
UBS Financial Services Inc. (BETHESDA MD)
MD
02/21/2006 - 02/03/2009
CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)
MD
07/20/1995 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 08/31/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/03/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
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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