Unclaimed
Young Chan Rah is an investment advisor representative at Concorde Asset Management, LLC, and has been in the industry since 2006. Young Chan Rah's primary office is in Livonia, MI. Young Chan Rah is also registered as an investment advisor representative in the states of California and Texas. Young Chan Rah is registered with FINRA and is a licensed agent in the states of California and Texas. Young Chan Rah specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Young Chan Rah has previously worked at Ameritas Investment Company, LLC, Pruco Securities, LLC., Metlife Securities Inc. and Metropolitan Life Insurance Company.
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.
Promoter fees from other advisors
1
2
MI
06/01/2022 - Present
Concorde Asset Management, LLC (ANN ARBOR MI)
CA
05/24/2021 - 06/09/2022
AMERITAS INVESTMENT COMPANY, LLC (LOS ANGELES CA)
CA
05/04/2006 - 10/12/2020
PRUCO SECURITIES, LLC. (ORANGE CA)
MA
06/17/2005 - 05/08/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/17/2005 - 05/08/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 02/11/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/21/2022
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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