Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Weichen Ding is a financial advisor with MML Investors Services, LLC. Jay has been in the financial industry since 2004 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Jay holds a Series 66 license and specializes in investment advice and portfolio management. They also provides financial planning services and educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Solicitors fees
1
2
CA
04/05/2024 - Present
MML Investors Services, LLC (Alhambra CA)
CA
06/22/2009 - 07/30/2013
HSBC SECURITIES (USA) INC. (SAN GABRIEL CA)
CA
05/29/2007 - 04/27/2009
CITIGROUP GLOBAL MARKETS INC. (SAN GABRIEL CA)
CA
06/01/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (SAN GABRIEL CA)
CA
02/23/2004 - 05/14/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 04/01/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2023
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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