Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Melvin Young is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Stephen Young has been in the securities industry since July 21, 1980. Stephen Young is currently registered with 47 states and the District of Columbia. Stephen Young is also registered as an investment advisor in Florida and Texas. Stephen Young's specializations include securities, options, and mutual funds. Stephen Young has been with Merrill Lynch since 2007 and has been with the firm since 1980.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
04/25/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PONTE VEDRA BEACH FL)
IA
Issued 03/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1987
Series 15 - Foreign Currency Options Examination
BC
Issued 06/22/1987
Series 5 - Interest Rate Options Examination
BC
Issued 07/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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