Unclaimed
Lonnie E. Young is a financial advisor registered with Avantax Investment Services, Inc. Lonnie has over 20 years of experience in the financial services industry. Lonnie is licensed to provide investment advice in Colorado, Florida, Georgia and New York. Lonnie has a strong track record of providing investment advice and helping clients achieve their financial goals. Prior to joining Avantax Investment Services, Inc., Lonnie was employed at MetLife Securities Inc. and Metropolitan Life Insurance Company.
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.
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.
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2
FL
08/22/2007 - Present
Avantax Investment Services, Inc. (LAKE MARY FL)
FL
01/26/2005 - 07/23/2007
METLIFE SECURITIES INC. (ORLANDO FL)
FL
01/26/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ORLANDO FL)
FL
06/07/1999 - 12/31/2004
G. A. REPPLE & COMPANY (CASSELBERRY FL)
CT
01/29/1999 - 06/16/1999
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 01/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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