Unclaimed
Robert Freeman Young is a financial advisor with Empower Advisory Group, LLC and has been in the industry since 1997. He is currently registered with the state of Massachusetts as an Investment Advisor Representative. Previously, Robert was employed with ING Financial Advisors, LLC and Copeland Equities LLC. Robert specializes in financial planning, portfolio management for individuals and educational seminars. He is licensed in Connecticut, Massachusetts, and Rhode Island.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
CO
02/06/2017 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
MA
05/01/2000 - 03/25/2008
ING FINANCIAL ADVISERS, LLC (WORCESTER MA)
NJ
12/17/1997 - 04/24/2000
COPELAND EQUITIES LLC (SOMERSET NJ)
BOTH
Issued 06/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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