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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Allyn Young is a financial advisor with over 24 years of experience in the industry. Marc Young is currently registered with Raymond James & Associates, Inc. and has been working with the firm since February 2012. Before that, Marc Young was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from September 1998 to February 2012. Marc Young has a wide range of experience, including portfolio management, financial planning, and pension consulting. Marc Young is also a Certified Financial Planner. Marc Young is registered in 39 states and the District of Columbia, and is also registered as an Investment Advisor Representative in Texas and Kentucky.
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.
Please see note in schedule d - miscellaneous
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
KY
03/07/2012 - Present
Raymond James & Associates, Inc. (LOUISVILLE KY)
KY
09/11/1998 - 02/21/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOUISVILLE KY)
BOTH
Issued 09/29/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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