Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krystle? Claim Your ProfileKrystle Young is a financial advisor with LPL Financial LLC. Krystle has over 20 years of experience in the financial services industry and is registered to offer securities and investment advisory services in Florida, Kentucky, and Ohio. Krystle is a Series 6 and Series 63 licensed professional. Krystle previously worked for Securities America, Inc., PFS Investments Inc., and PFSI Investments Inc. Krystle offers a wide range of financial services, including financial planning, portfolio management, consulting and other non-discretionary advisory services, selection of other advisors, and educational seminars. Krystle is committed to helping her clients achieve their financial goals.
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.
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CA
03/20/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
OH
10/11/2022 - 03/07/2024
SECURITIES AMERICA, INC. (CINCINNATI OH)
OH
01/24/2022 - 09/29/2022
PFS INVESTMENTS INC. (WEST CHESTER OH)
OH
08/18/2018 - 12/31/2021
PFS INVESTMENTS INC. (MASON OH)
OH
02/11/2011 - 12/31/2012
PFS INVESTMENTS INC. (WEST CHESTER OH)
BC
Issued 02/27/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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