Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Youngs is an active broker and investment advisor representative with Charles Schwab & CO., Inc.. Katherine is licensed in 52 states, including Texas where Katherine is also licensed as an investment advisor representative. Katherine is based out of the Lone Tree, CO office of Charles Schwab & CO., Inc. Prior to joining Charles Schwab & CO., Inc. Katherine was registered with TD AMERITRADE, INC. from 09/02/2021 until 12/31/2023, and previously from 04/22/2006 until 01/18/2018. Katherine is also a licensed investment advisor representative for Charles Schwab Bank, SSB. Katherine has been working in the securities industry since 2005. Katherine earned her Series 66 license on 10/20/2005 and has held Series 7, Series 9, Series 10 and Series 24 securities licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
02/02/2018 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NE
09/02/2021 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
TX
04/22/2006 - 01/18/2018
TD AMERITRADE, INC. (FORT WORTH TX)
NE
10/10/2005 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
BOTH
Issued 10/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/12/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/23/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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