Unclaimed
Kenneth Norman Young is a registered investment advisor. Kenneth has been in the financial services industry since 1976 and has experience working with a variety of clients, including individuals, businesses, and charitable organizations. Kenneth currently works with LPL Financial LLC. Kenneth has held previous positions with Waterstone Financial Group, Inc., Ryan Beck & Co., Gruntal & Co., L.L.C., Bear, Stearns & Co. Inc., The Chicago Corporation, Blunt Ellis & Loewi Incorporated, and Robert W. Baird & Co. Incorporated. Kenneth specializes in financial planning, portfolio management, and pension consulting.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
10/29/2020 - Present
LPL Financial LLC (WELLINGTON FL)
IL
05/10/2006 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (ITASCA IL)
IL
04/29/2002 - 05/18/2006
RYAN BECK & CO. (CHICAGO IL)
NY
11/05/1998 - 05/20/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
10/08/1984 - 11/10/1998
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
03/12/1981 - 11/02/1984
THE CHICAGO CORPORATION
NA
07/09/1979 - 04/09/1981
BLUNT ELLIS & LOEWI INCORPORATED
NA
04/01/1976 - 08/02/1979
ROBERT W. BAIRD & CO. INCORPORATED
IA
Issued 06/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1988
Series 3 - National Commodity Futures Examination
BC
Issued 09/02/1977
PC - AMEX Put and Call Exam
BC
Issued 03/20/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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