Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bruce Young is a financial advisor with Edward Jones and has been in the industry since January 19, 2009. Robert is registered with the state of Florida and Texas. He is also licensed to sell securities in 19 states. Robert has a Series 6, 7, and 66 license, and the Securities Industry Essentials exam. In addition to his role at Edward Jones, Robert also manages a consulting business and is on the board of a scholarship fund for high school students in Winter Garden, Florida. Robert specializes in providing financial planning services, managing portfolios for both individuals and businesses, and working with clients to develop strategies for retirement planning.
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
FL
04/12/2021 - Present
Edward Jones (CLERMONT FL)
FL
01/19/2009 - 02/24/2009
PLANMEMBER SECURITIES CORPORATION (WINTER SPRINGS FL)
BOTH
Issued 04/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/16/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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