Unclaimed
Kevin William Young is a financial advisor with Edward Jones. Kevin has been in the industry since January 2003 and has been registered with the state of Connecticut since July 2012. Kevin also has a Series 6, 7, 63, and 66 licenses as well as the Securities Industry Essentials (SIE) exam. Prior to working at Edward Jones, Kevin was employed at MetLife Investors Distribution Company, Tower Square Securities, Inc., Directed Services, Inc., and ING Financial Advisors, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CT
01/15/2019 - Present
Edward Jones (MANCHESTER CT)
CT
04/01/2006 - 04/09/2012
METLIFE INVESTORS DISTRIBUTION COMPANY (BLOOMFIELD CT)
CA
10/08/2004 - 04/01/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
PA
09/01/2004 - 10/01/2004
DIRECTED SERVICES, INC. (WEST CHESTER PA)
CT
01/22/2003 - 09/08/2004
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
BOTH
Issued 05/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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