Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jing? Claim Your ProfileJing Allen is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., where Jing Allen has been employed since September 2022. Jing Allen is a registered representative and investment advisor representative in Connecticut, Massachusetts, New Hampshire, New Jersey, New York, Rhode Island, Texas, Vermont, Maine, and Florida. Jing Allen has been in the securities industry for over two years. Jing Allen holds Series 7, Series 66, and SIE licenses. Jing Allen has worked in various roles at several organizations, including Scripts Asia Inc., Tranzact, Boston Education & Career Corp., Overseas Student Service Corp., Beyond Remarkable LLC, Northeastern University, and Bank of America, N.A.. Jing Allen specializes in portfolio management for individuals and businesses, pension consulting, 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.
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
MA
03/14/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
BOTH
Issued 01/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2022
SIE - Securities Industry Essentials 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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