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 Eagle Strategies LLC, where Donald Sun has been registered since January 2024. Prior to that, Dongming Sun was registered with NYLIFE SECURITIES LLC in Melville, NY from April 2010 until December 2023. Dongming Sun has been in the industry since June 1991 and is licensed to conduct business in New York.
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.
1
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 09/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/28/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Dongming Sun is the right advisor for you? Invested Better is here to help.
