Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc David Young is a financial advisor with over 16 years of experience in the financial services industry. Marc is currently registered with Wells Fargo Clearing Services, LLC in Orlando, Florida and has previously worked with World Group Securities, Inc. in Lakeland, Florida, Wunderlich Securities, Inc. in Hartville, Ohio, and Capital Securities of America, Inc. in Hartville, Ohio. Marc holds the Series 7, 24, 65 and 66 licenses and is a registered investment advisor in Florida. He is a specialist in providing financial advice to individuals, businesses, high net worth individuals, charitable organizations, pension and profit sharing plans, corporations and other businesses, insurance companies, and state or municipal government entities.
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.
Investment consulting services to institutional clients
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
04/20/2012 - Present
Wells Fargo Clearing Services, LLC (ORLANDO FL)
FL
03/22/2010 - 10/04/2011
WORLD GROUP SECURITIES, INC. (LAKELAND FL)
OH
03/01/2007 - 01/08/2010
WUNDERLICH SECURITIES, INC. (HARTVILLE OH)
OH
01/30/2004 - 03/01/2007
CAPITAL SECURITIES OF AMERICA, INC. (HARTVILLE OH)
IA
Issued 05/04/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Marc Young is the right advisor for you? Invested Better is here to help.
