Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Youngentob is a financial advisor with over 28 years of experience in the industry. Stuart is a registered representative of Lion Street Advisors, LLC and a registered investment advisor. Stuart holds the Series 6, Series 63, Series 26 and SIE licenses. Stuart has a proven track record of providing financial planning and investment management services to individuals, families, and businesses. Stuart's previous experience includes roles at Kestra Investment Services, LLC, Walnut Street Securities, Inc., Park Avenue Securities LLC, and Guardian Investor Services Corporation. Stuart's specializations include Asset Allocation, Retirement Planning, College Savings, Estate Planning 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
TX
10/10/2024 - Present
Lion Street Advisors, LLC (AUSTIN TX)
MD
02/23/2005 - 03/01/2022
KESTRA INVESTMENT SERVICES, LLC (BETHESDA MD)
CA
10/01/2001 - 02/28/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
05/03/1999 - 10/01/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
01/03/1995 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 12/20/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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