Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Young is a financial advisor with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Kathleen has over 15 years of experience in the financial services industry. Kathleen's areas of expertise include financial planning, investment consulting, and portfolio management. Kathleen holds Series 7, 87, and SIE licenses and is registered with FINRA. Kathleen has a long history with Wells Fargo Clearing Services, LLC, having been registered with them in 2016 and previously with Wachovia Securities, LLC, a predecessor firm. Kathleen has also been registered with World Group Securities, Inc., and A. G. Edwards & Sons, Inc. in the past.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
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2
MO
05/25/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
09/05/2008 - 09/23/2008
WORLD GROUP SECURITIES, INC. (CHESTERFIELD MO)
MO
01/01/2008 - 07/28/2008
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
10/28/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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