Adel YoussefCRD Number: 4548651
Current Firm: Voya Financial Advisors, Inc.
Adel Youssef (CRD# 4548651) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Toledo, OH and has over 13 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Voya Financial Advisors||Toledo, OH||Sep 2014 - Current||3|
|Youssef Financial Services||Toledo, OH||Jun 1999 - Current||18|
|University Of Toledo||Toledo, OH||Sep 1998 - Current||19|
|Ing Financial Partners||Toledo, OH||Jan 2004 - Sep 2014||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2004|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- 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
- 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, VT, WA, WI, WV