Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Ting is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., based in San Mateo, California. Jeffrey has been in the financial services industry since November 1997. Jeffrey holds Series 7, 31, 65, and 66 securities licenses. Jeffrey also serves as a Director for Patrick Mustang Enterprises LLC, a real estate investment management firm in Hillsborough, California. Jeffrey is an experienced financial advisor who has provided services to a wide range of clients, including high-net-worth individuals, corporations, and institutions.
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
CA
02/04/2000 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN MATEO CA)
IA
Issued 11/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/26/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 11/12/1997
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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