Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you York? Claim Your ProfileYork Caywood is an investment advisor representative registered with Next Financial Group, Inc. York has been in the industry since March 27, 1994. York has experience working for various financial firms including LPL FINANCIAL CORPORATION, NATCITY INVESTMENTS, INC., EDWARD JONES, and HORACE MANN INVESTORS INC. York is registered in Florida, North Carolina, Ohio, Pennsylvania, and South Carolina.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
OH
07/29/2009 - Present
Next Financial Group, Inc. (GRAFTON OH)
OH
05/05/2006 - 08/04/2009
LPL FINANCIAL CORPORATION (MIDDLEBURG HTS OH)
TX
02/02/2006 - 05/19/2006
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
OH
08/26/2005 - 01/20/2006
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
MO
01/04/2002 - 08/10/2005
EDWARD JONES (ST. LOUIS MO)
IL
10/11/1994 - 12/18/2001
HORACE MANN INVESTORS INC (SPRINGFIELD IL)
IL
08/24/1993 - 04/20/1994
HORACE MANN INVESTORS INC (SPRINGFIELD IL)
BC
Issued 06/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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