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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Richard E Youssef Ins Agy | Sylvania | OH | 05/1974 | Present |
| Northwestern National Life Ins Co | Minneapolis | MN | 06/1980 | Present |
| Youssef Financial Services | Toledo | OH | 01/1975 | Present |
| Voya Financial Advisors | Toledo | OH | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1415 N LOOP WEST STE 740; HOUSTON; TX; 77008; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 1/12/2017; 3; 3; BROKER FOR FIXED LIFE INSURANCE AND ANNUITIES|NAME OF ENTITY:YOUSSEF FINANCIAL SERVICES, INC; Yes; 5748 PARK CENTER COURT; TOLEDO; OH; 43615; FINANCIAL SERVICES/DBA; OWNER/PRESIDENT; 1/1/1975; 160; 40; SALE AND SERVICE OF INSURANCE AND INVESTMENT PRODUCTS, AND SUPERVISE REGISTER REP'S.|NAME OF ENTITY:Universal Insurance Services; Yes; 800 FAIRWAY DRIVE; DEERFIELD BEACH; FL; 33441; Wholesale Insurance to Brokers; WHOLESALER; 2/2/2010; 8; 8; Refer registered representatives to wholesale insurance broker for help with product selection for clients wanting fixed life insurance and fixed annuity products.|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-09 |
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