Stephen Lugo Young

Current Employers

Employment History

• 05/2012 → 01/2022
  Proequities, Inc
  Melbourne, FL
• 01/2022 → Present
  Kestra Investment Services
  Melbourne, FL
• 01/2022 → Present
  Kestra Advisory Services, Llc
  Melbourne, FL

Previous Registrations

• 2012-05-09 → 2022-02-25
  Concourse Financial Group Securities, Inc.
  Melbourne, FL
• 2011-05-20 → 2012-05-07
  Brokersxpress Llc
  Rockledge, FL
  Rockledge, FL
  Rockledge, FL
  Rockledge, FL
• 2009-10-02 → 2011-05-19
  Ameriprise Financial Services, Llc
  Minneapolis, MN
  Melbourne, FL
• 2009-09-29 → 2009-10-09
  Ameriprise Advisor Services, Inc.
  Viera, FL
  Detroit, MI
• 2007-11-05 → 2009-10-06
  Ubs Financial Services Inc.
  Melbourne, FL

Other Businesses

(dba) SECURITY FINANCIAL MANAGEMENT; Investment Related; 8245 Devereaux Dr, Ste 103, Melbourne, FL 32940; Financial Advisor; Start-05/2012; 0 HPM; In addition to securities business, I provide financial planning including fee-based Financial Plans, wrapped-fee investment advice, fixed and variable insurance.// SECURITY FINANCIAL MANAGEMENTT POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 01/31/2022 ADDRESS: 8245 Devereux Drive Suite 103, Melbourne FL 32940, United States DESCRIPTION: Offer Investment & Financial Planning advice to clients KESTRA ADVISORY SERVICES POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2022 ADDRESS: 5707 southwest pkwy, BLDG 2, suite 400, Austin TX 78735, United States DESCRIPTION: Investment Advisory Services through Kestra

Exams

• S66 Uniform Combined State Law Examination
  2007-11-01