Unclaimed
Joseph Young is an investment advisor representative with 34 Financial, LLC based in Atlanta, Georgia. Joseph has been in the industry since 1999 and is currently registered with the state of Georgia. 34 Financial, LLC offers investment advisory services to individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
01/18/2024 - Present
34 Financial, LLC (Atlanta GA)
GA
02/27/2017 - 03/25/2022
ARKADIOS CAPITAL (Atlanta GA)
GA
05/22/2009 - 04/04/2017
TRIAD ADVISORS, INC. (ATLANTA GA)
GA
10/19/2004 - 05/27/2009
LPL FINANCIAL CORPORATION (ATLANTA GA)
MO
08/09/2002 - 10/27/2004
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
TN
01/08/2001 - 08/19/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TX
11/22/1999 - 01/16/2001
TEJAS SECURITIES GROUP, INC. (AUSTIN TX)
BOTH
Issued 12/07/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Joseph Young is the right advisor for you? Invested Better is here to help.