Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marya? Claim Your ProfileMarya Changizi Young is an investment advisor representative with Lido and Shore Morgan Young Wealth Strategies. Marya has been in the industry since 2002 and has held Series 7 and Series 63 licenses since 2002 and 2003, respectively. Marya is also licensed in Florida, Kentucky, Michigan and Ohio. In addition to her work with Lido and Shore Morgan Young Wealth Strategies, Marya also has experience in insurance sales and service, real estate rental and management, and furniture design.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
OH
10/10/2024 - Present
Lido (New Albany OH)
OH
04/29/2011 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (WORTHINGTON OH)
OH
11/07/2005 - 05/02/2011
FSC SECURITIES CORPORATION (WORTHINGTON OH)
IN
08/19/2002 - 11/09/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/19/2002 - 11/09/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 04/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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