Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Young is a financial advisor with over 25 years of experience in the industry. Patrick is currently registered with Empower Advisory Group, LLC, and has held previous positions at Morgan Stanley Smith Barney, Meridian Securities Group, JWGenesis Financial Services, Inc., Quick & Reilly, Inc., and Culver-Dyer Securities, Inc. Patrick is licensed to provide financial advice in a variety of areas, including investment management, financial planning, and educational seminars. Patrick's primary focus is on working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, state or municipal government entities, and individuals other than high-net-worth clients.
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.
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.
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
CO
10/18/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
TN
07/02/2010 - 08/24/2012
MORGAN STANLEY SMITH BARNEY (KNOXVILLE TN)
TN
08/11/2000 - 08/29/2003
MERIDIAN SECURITIES GROUP (KNOXVILLE TN)
MO
12/24/1998 - 01/09/2001
JWGENESIS FINANCIAL SERVICES, INC. (ST. LOUIS MO)
NY
12/21/1993 - 08/06/1998
QUICK & REILLY, INC. (NEW YORK NY)
TN
09/04/1992 - 12/06/1993
CULVER-DYER SECURITIES, INC. (KNOXVILLE TN)
BC
Issued 07/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/29/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/10/1999
Series 24 - General Securities Principal Examination
BC
Issued 07/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/16/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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