Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dongming? Claim Your ProfileDongming Sun is a financial advisor with over 30 years of experience in the industry. Dongming is currently registered with Eagle Strategies LLC and has a Series 6, 7, 24, 26, 63 and 65 license, along with the SIE exam. Dongming is a Chartered Financial Consultant, and Dongming specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. Dongming previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Dongming also worked for MetLife Securities Inc., Metropolitan Life Insurance Company, PRUCO Securities, LLC, and The Prudential Insurance Company of America.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
01/24/2024 - Present
Eagle Strategies LLC (WHITE PLAINS NY)
NY
05/07/2004 - 01/28/2010
METLIFE SECURITIES INC. (FLUSHING NY)
NY
05/07/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FLUSHING NY)
NJ
02/08/1991 - 04/08/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
NJ
02/08/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 9/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 1/28/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 2/6/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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