Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Todd Sunsin is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Monroe, Louisiana. Jeffrey has been in the industry since 1996 and has experience in various aspects of financial advising, including portfolio management for businesses and individuals. Jeffrey has passed several industry exams, including the Series 6, Series 7, Series 63, Series 65, and the Securities Industry Essentials Exam. Jeffrey is registered in numerous states across the US and has worked previously with NYLIFE Securities Inc.
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
LA
11/04/1998 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MONROE LA)
NY
10/17/1996 - 05/22/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 07/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1996
Series 6 - Investment Company Products/Variable Contracts 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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