Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Young is a financial advisor with over 18 years of experience in the financial services industry. William is currently registered with Ameriprise Financial Services, LLC in Rockville, Maryland, and is also registered with the state of Texas. William has held previous positions at KINGSWOOD CAPITAL PARTNERS, LLC, NIAGARA INTERNATIONAL CAPITAL LIMITED, H. BECK, INC., UNITED BROKERAGE SERVICES, INC, TD AMERITRADE, INC., M&T SECURITIES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. William holds Series 7 and 66 securities licenses. William's practice focuses on serving the financial needs of individuals, high net worth individuals, trusts/estates, insurance companies, corporations, and charitable organizations.
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.
Asset allocation services
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
MD
08/07/2024 - Present
Ameriprise Financial Services, LLC (Rockville MD)
MD
06/15/2018 - 11/03/2023
KINGSWOOD CAPITAL PARTNERS, LLC (Rockville MD)
NY
10/16/2017 - 06/15/2018
NIAGARA INTERNATIONAL CAPITAL LIMITED (NEW YORK NY)
MD
02/19/2010 - 10/17/2017
H. BECK, INC. (BETHESDA MD)
DC
08/18/2008 - 12/14/2009
UNITED BROKERAGE SERVICES, INC (WASHINGTON DC)
MD
03/30/2006 - 07/18/2008
TD AMERITRADE, INC. (BETHESDA MD)
MD
04/25/2005 - 03/17/2006
M&T SECURITIES, INC. (BALTIMORE MD)
MN
09/27/2004 - 04/18/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/27/2004 - 04/18/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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