![Michael Young, financial advisor Jacksonville FL](/img/ws/profile-blank-sq.png)
Michael Young (CRD# 6031796) is an Investment Advisor Representative working at Cuso Financial Services in Jacksonville, FL and has over 12 years of experience in the finance industry.
![Obyda Abushaib, financial advisor Jacksonville FL](/img/ws/profile-blank-sq.png)
CRD# 6942351
Fidelity Personal And Workplace Advisors
![Kenneth Ackis, financial advisor Jacksonville FL](/img/ws/profile-blank-sq.png)
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Christopher Adair, financial advisor Jacksonville FL](/img/ws/profile-blank-sq.png)
CRD# 6562089
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Community First Credit Union Of Florida | Jacksonville, FL | Feb 2017 - Current | 7 |
Cuso Financial Services, LP | San Diego, CA | Feb 2017 - Current | 7 |
Fidelity Brokerage Services LLC | Jacksonville, FL | Dec 2015 - Jan 2017 | 1 |
Lincoln Financial Advisors Corporation | Jacksonville, FL | Jul 2015 - Nov 2015 | < 1 |
Unemployed | Jacksonville, FL | Mar 2015 - Jun 2015 | < 1 |
Bank Of America, N.a. | Jacksonville, FL | Apr 2012 - Feb 2015 | 2 |
Merril Lynch, Pierce, Fenner And Smith, Inc. | Jacksonville, FL | Feb 2012 - Feb 2015 | 3 |
Outback Steakhouse | Jacksonville, FL | Mar 2011 - Feb 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
-
Total Assets Under Management4,665MILLIONS
-
Total Number of Accounts26,968ACCOUNTS
-
Average Account Value$172,978
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.