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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 Michael Young is a financial advisor with UBS Financial Services Inc. with over 14 years of experience in the industry. Steven has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. He is committed to building long-term relationships with his clients and helping them achieve their financial goals. Steven is registered to provide investment advice in several states, including Indiana, Florida, and Texas. He holds a Series 7, Series 31, and Series 65 licenses and is also a registered Investment Advisor representative. Steven's expertise includes investment management, retirement planning, college savings, and estate planning.
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.
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.
See schedule d - miscellaneous
1
2
IN
06/06/2017 - Present
UBS Financial Services Inc. (INDIANAPOLIS IN)
IN
03/09/2012 - 01/03/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
IN
08/26/2009 - 03/22/2012
J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)
IA
Issued 04/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 08/25/2009
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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