Unclaimed
Mark W. Young is a financial advisor with over 20 years of experience in the industry. Mark has been with J.P. Morgan Securities LLC since 2014 and previously worked at MORGAN STANLEY, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and FIFTH THIRD SECURITIES, INC. Mark specializes in working with high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Mark is registered to provide investment advice in 53 states and is a Series 7, 9, 10, 63, and 66 licensed professional.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
02/27/2020 - Present
J.p. Morgan Securities LLC (Westerville OH)
OH
05/07/2012 - 03/11/2014
MORGAN STANLEY (COLUMBUS OH)
OH
08/18/2008 - 01/11/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOLEDO OH)
OH
02/12/2002 - 07/25/2008
FIFTH THIRD SECURITIES, INC. (COLUMBUS OH)
OH
05/02/1994 - 02/26/2002
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BC
Issued 06/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/06/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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