Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Oliver Young is a financial advisor with over 24 years of experience in the financial services industry. Robert has held positions at several firms, including Allianz Global Investors Distributors LLC, and Morgan Stanley & Co. Incorporated. Robert is currently registered with Pimco Investments LLC, where he has been employed since February 2011. Robert is a Series 7, 24, 3, 63 and SIE licensed professional. Robert is registered in 14 states, including California, Connecticut, Illinois, Indiana, Iowa, Maryland, Massachusetts, Michigan, Minnesota, Nebraska, New York, Ohio, Texas and Virginia.
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.
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.
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2
CA
02/14/2011 - Present
Pimco Investments LLC (NEWPORT BEACH CA)
CA
11/21/2008 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)
NY
07/14/1998 - 08/08/2008
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 10/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2009
Series 3 - National Commodity Futures Examination
BC
Issued 07/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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