Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Young su? Claim Your ProfileYoung su Lee-grasic is a financial advisor with Franklin Distributors, LLC. Young su has been in the industry since 2008 and has worked with a variety of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, and RBS Securities Inc. Young su is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in Connecticut and New York. Young su holds the Series 7, Series 63, Series 66, and SIE licenses.
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.
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.
1
2
CT
12/07/2017 - Present
Franklin Distributors, LLC (STAMFORD CT)
NY
08/20/2015 - 01/11/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WHITE PLAINS NY)
NY
10/09/2012 - 10/20/2014
MORGAN STANLEY (MOUNT KISCO NY)
CT
05/06/2005 - 03/08/2010
RBS SECURITIES INC. (GREENWICH CT)
NY
11/07/2002 - 09/29/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BOTH
Issued 11/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Young su Lee-grasic is the right advisor for you? Invested Better is here to help.
