Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Young is a financial advisor with Edward Jones. Robert is a CERTIFIED FINANCIAL PLANNER™ professional with over a decade of experience in the financial services industry. He is registered to provide investment advice and securities transactions in Texas and has a Series 7, 66 and 63 license. Robert is committed to providing personalized financial guidance to his clients. He offers a range of services, including financial planning, portfolio management, and retirement planning. Robert is dedicated to helping his clients achieve their financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
03/23/2020 - Present
Edward Jones (THE WOODLANDS TX)
TX
03/29/2016 - 06/16/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (SUGAR LAND TX)
ME
07/21/2015 - 03/30/2016
FUNDS DISTRIBUTOR, LLC (PORTLAND ME)
TX
04/17/2013 - 07/06/2015
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
TX
03/03/2009 - 11/21/2012
LPL FINANCIAL LLC (GRANBURY TX)
BC
Issued 01/27/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/16/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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