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 over 20 years of experience in the industry. Robert is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since May 2016. Prior to joining Cambridge, Robert worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Sunamerica Securities, Inc., Sentra Securities Corporation and Spelman & Co., Inc.. Robert has a broad range of experience in financial planning, portfolio management, and insurance. Robert is dedicated to providing personalized financial advice to help individuals and families 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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
AZ
05/09/2016 - Present
Cambridge Investment Research Advisors, Inc. (Gilbert AZ)
AZ
11/12/2004 - 05/11/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MESA AZ)
AZ
06/10/1998 - 10/29/2004
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
03/28/2003 - 05/03/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
03/28/2003 - 05/03/2004
SPELMAN & CO., INC. (PHOENIX AZ)
TX
12/01/1997 - 06/19/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 03/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2000
Series 24 - General Securities Principal Examination
BC
Issued 02/16/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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