Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Lugo Young is a financial advisor with over 15 years of experience in the financial services industry. Stephen currently works at Kestra Advisory Services, LLC, and previously worked at Concourse Financial Group Securities, Inc., Brokersxpress LLC, Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., and UBS Financial Services Inc. Stephen holds a Series 66, Series 31, and Series 7 license. Stephen offers a variety of financial services to clients, including financial planning, investment advisory services, and insurance.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
02/14/2022 - Present
Kestra Advisory Services, LLC (Orlando FL)
FL
05/07/2012 - 02/25/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (MELBOURNE FL)
FL
05/13/2011 - 05/07/2012
BROKERSXPRESS LLC (ROCKLEDGE FL)
FL
10/02/2009 - 05/19/2011
AMERIPRISE FINANCIAL SERVICES, INC. (VIERA FL)
FL
09/25/2009 - 10/09/2009
AMERIPRISE ADVISOR SERVICES, INC. (VIERA FL)
FL
10/11/2007 - 10/06/2009
UBS FINANCIAL SERVICES INC. (MELBOURNE FL)
BOTH
Issued 11/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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