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EY

Eartha M. Young

SOUTHEAST INVESTMENTS, N.C.
Charlotte, NC 28217
Some features on this profile are disabled
CRD#: 1248645
EY

Professional summary


Eartha Marie Young, who also goes by Eartha Marie Young Ms, is a registered financial professional currently at SOUTHEAST INVESTMENTS, N.C., INC. located in Charlotte, North Carolina.

Eartha is registered as a RR (Registered Representative) and started their career in finance in 1992. Eartha has worked at 10 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eartha Marie Young Ms

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Eartha Marie Young's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 30, 2009 - Present

SOUTHEAST INVESTMENTS, N.C., INC.

Office #1: 820 Tyvola Road, Suite 104, Charlotte, NC 28217
RIA
BD
CRD#: 43035
Charlotte, NC
Past

December 1, 2006 - October 6, 2009

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
FREEPORT, NY
Past

August 5, 2003 - December 1, 2006

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
FREEPORT, NY
Past

October 31, 2001 - April 28, 2003

GOLDIS FINANCIAL GROUP, INC.

BD
CRD#: 16444
GARDEN CITY, NY
Past

May 3, 1999 - January 22, 2002

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

May 2, 1996 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

May 1, 1995 - January 24, 1996

M&T SECURITIES, INC.

BD
CRD#: 17358
BALTIMORE, MD
Past

January 24, 1995 - May 1, 1995

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

October 13, 1994 - May 1, 1996

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

September 21, 1994 - October 5, 1994

ROYCE INVESTMENT GROUP, INC.

BD
CRD#: 10494
WOODBURY, NY
Past

August 28, 1993 - August 23, 1994

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

October 23, 1992 - October 23, 1992

USLIFE EQUITY SALES CORP.

BD
CRD#: 7962
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(9/30/2009)
RR
New Jersey
(9/30/2009)
RR
New York
(9/30/2009)
RR
South Carolina
(9/30/2009)

Exams


State Security Law Exam
RR
Series 63
Date: 10/7/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SI
SOUTHEAST INVESTMENTS, N.C., INC.
SOUTHEAST INVESTMENTS N.A., INC. | SOUTHEAST INVESTMENTS, N.C., INC.

CRD#: 43035 / SEC#: , 8-50127

Florida
Registered Investment Advisory firm - SEC (11/7/2019 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (3/31/2016 Terminated)
South Carolina
Registered Investment Advisory firm - SEC (1/6/2012 Approved)
Texas
Registered Investment Advisory firm - SEC (12/16/2015 Terminated)
Virginia
Registered Investment Advisory firm - SEC (12/21/2015 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
820 Tyvola Road-suite 104 Suite 104, Charlotte, NC 28217-3528
Mailing Address
820 Tyvola Road-suite 104, Charlotte, NC 28217
Phone number
(704) 527-7873
Established
North Carolina since 12/06/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
2

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
BLACK, JONATHAN HARRISONPRESIDENT/CEO/CCO/FINOP4975641
PLEXICO, RONALD DAVID JRPRINCIPAL2122340

Disclosures


Regulatory Event3
Arbitration3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SOUTHEAST INVESTMENTS, N.C., INC.

CRD#: 43035Charlotte, NC 28217

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