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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey B. Songco has been a financial advisor for over 24 years. Jeffrey joined Merrill Lynch in 2012 and has built a strong reputation for providing personalized financial guidance to a wide range of clients. Previous employers include LPL FINANCIAL LLC, ING FINANCIAL PARTNERS, INC., and ING FINANCIAL ADVISERS, LLC. Jeffrey has a broad base of experience in providing financial advice to individuals, families, businesses, and institutions. Jeffrey holds both Series 7 and Series 66 licenses and is registered in over 50 states.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
RI
03/17/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LINCOLN RI)
CT
08/25/2011 - 11/03/2011
LPL FINANCIAL LLC (CANTERBURY CT)
CT
01/03/2011 - 03/14/2011
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CT
11/22/2002 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
MA
12/18/1997 - 04/18/2001
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
MN
06/27/1997 - 07/24/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/27/1997 - 07/24/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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