Unclaimed
Philip Young Youn is a registered representative with Bofa Securities, Inc. in NEW YORK, NY. Philip has been in the industry since May 1, 2013. Philip has passed the Series 63, SIE, and Series 79 exams. Philip is registered with the state of New York. Philip previously worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MORGAN STANLEY & CO. LLC, and LAZARD FRERES & CO. LLC.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NY
05/10/2019 - Present
Bofa Securities, Inc. (NEW YORK NY)
NY
07/16/2018 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
09/18/2014 - 02/10/2017
MORGAN STANLEY & CO. LLC (LOS ANGELES CA)
NY
08/29/2011 - 06/18/2014
LAZARD FRERES & CO. LLC (NEW YORK NY)
BC
Issued 11/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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