YC
ChFC
YC
ChFC
Young Choi is a ChFC-designated registered investment advisor, based in Melville, NY, with 22 years of industry experience.
Location
425 Broadhollow Road, Suite 325, Melville, NY, 11747
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2010Settled
Other Business ActivitiesSells Insurance
Young is a registered representative/advisor for Fincadia LLC, Fincadia Wealth Management LLC, and Fincadia Capital Partners LLC, all starting in July 2024. Young also works as a fixed insurance agent and dedicates full-time hours to Saranac Advisors Inc. and about a quarter of their time to Saranac Tax Services LLC.
Employment History
Current Registrations
Arete Wealth Management, LLCBroker
August 2024 - Present · 1 yr 9 mos
Arete Wealth Advisors, LLC
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Advice and Planning Services
August 2007 - October 2020 · 13 yrs 2 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
March 2007 - October 2020 · 13 yrs 7 mos
National Securities CorporationBroker
January 2004 - October 2006 · 2 yrs 9 mos
Continental Broker-Dealer CORP.Broker
April 2000 - January 2004 · 3 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
May 1999 - April 2000 · 11 mos
Metlife Securities INC.Broker
May 1999 - April 2000 · 11 mos
Teachers Personal Investors Services, INC.Broker
February 1999 - May 1999 · 3 mos
State Registrations9 states
CTFLGAILNJNYOKTXWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.