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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Daniel Young is a financial advisor registered in Illinois with Kovitz Investment Group Partners, LLC. Robert has experience in the industry dating back to 2007 and has worked at a number of firms. Robert holds the Series 7, Series 86, Series 87, and Series 63 licenses. Robert is a Chartered Financial Analyst.
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.
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.
Credit, cash and insurance solutions, family office services, corporate executive 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
03/14/2024 - Present
Kovitz Investment Group Partners, LLC (Chicago IL)
IL
09/19/2019 - 05/26/2022
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
CO
12/16/2015 - 05/31/2019
ICON DISTRIBUTORS, INC. (GREENWOOD VILLAGE CO)
CO
07/29/2013 - 11/11/2015
D.A. DAVIDSON & CO. (DENVER CO)
CO
06/22/2007 - 07/24/2013
WM SMITH & CO. (DENVER CO)
BC
Issued 08/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/12/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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