linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Winfield Ross Young

Clearview Financial Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Winfield? Claim Your Profile

About Winfield Ross Young

Winfield Ross Young is a financial advisor with over 20 years of experience in the financial services industry. Winfield Ross Young is currently registered with Clearview Financial Partners and has been with the firm since April 2018. Winfield Ross Young is also a registered investment advisor representative (IAR) with the firm. Winfield Ross Young holds the Series 66, 7, 9, 10, and 31 licenses as well as the SIE. Winfield Ross Young specializes in financial planning, portfolio management for individuals, and pension consulting.

Firm Information

Winfield Young is currently registered with Clearview Financial Partners. Clearview Financial Partners is an investment advisor based in Radnor, Pennsylvania, with 4 licensed agents, 5 investment advisor representatives, and 5 investment advisory functions. The firm manages approximately $1,072,758,969 in assets for a variety of clients, including individuals, corporations, and charitable organizations. Clearview Financial Partners specializes in financial planning, pension consulting, and portfolio management. The firm also participates in wrap fee programs.
Clearview Financial Partners

100 MATSONFORD ROAD

RADNOR, PA 19087

$1.07B

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Winfield Young’s Registration & Firm History

PA

04/27/2018 - Present

Clearview Financial Partners (RADNOR PA)

PA

06/12/2000 - 11/26/2010

CHARLES SCHWAB & CO., INC. (WAYNE PA)

NY

08/25/1999 - 05/09/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

Not sure if Winfield Ross Young is right for you?

Licenses & Designations

BOTH

Issued 09/03/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/01/2003

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/06/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 08/24/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Winfield Ross Young. Review regulatory record here.
Not sure if Winfield Ross Young is right for you?