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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Gregory Young is a financial advisor with Morgan Stanley. Steven has been in the financial services industry since 1992 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Steven is registered to provide investment advice in 35 states and also holds licenses as a Registered Representative. Steven provides a variety of investment advice services including asset allocation, financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses and investment companies.
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
MD
12/06/2023 - Present
Morgan Stanley (Hunt Valley MD)
MD
01/16/2009 - 12/13/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
MD
04/02/2007 - 01/20/2009
MORGAN STANLEY & CO. INCORPORATED (HUNT VALLEY MD)
MD
12/21/2000 - 04/02/2007
MORGAN STANLEY DW INC. (HUNT VALLEY MD)
MD
11/16/1992 - 12/22/2000
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 11/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 11/12/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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