Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Young is a financial advisor with Morgan Stanley, a firm with over 15,700 licensed agents and 26,100 registered representatives. Scott has been a registered financial advisor since 2006 and has extensive experience in the industry. Scott offers a wide range of services to individuals and institutions, including financial planning, asset allocation advice, and portfolio management. Scott has also been registered with J.P. Morgan Securities LLC, Chase Investment Services Corp., Wells Fargo Advisors, LLC, and Atlas Securities, LLC. Scott has earned several industry licenses, including the Series 6, Series 7, Series 63, and Series 65.
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.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
02/25/2020 - Present
Morgan Stanley (Fresno CA)
CA
10/01/2012 - 08/07/2015
J.P. MORGAN SECURITIES LLC (CLOVIS CA)
CA
03/28/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FRESNO CA)
CA
02/01/2007 - 03/24/2011
WELLS FARGO ADVISORS, LLC (FRESNO CA)
CA
04/11/2006 - 02/01/2007
ATLAS SECURITIES, LLC (SAN JOSE CA)
IA
Issued 04/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/10/2006
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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