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Jinsong Wang

BMO Capital Markets Corp.

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About Jinsong Wang

Jinsong Wang is a financial professional with over 20 years of experience in the industry. Jinsong is currently registered with BMO Capital Markets Corp. in New York, NY. Prior to joining BMO Capital Markets Corp., Jinsong worked at a number of other firms including BMO Nesbitt Burns Trading Corp. S.A., BMO Nesbitt Burns Corp. and Deutsche Banc Alex. Brown Inc. Jinsong holds a number of licenses and certifications, including Series 7, 24, 55, 57TO, and SIE.

Firm Information

Jinsong Wang is currently registered with BMO Capital Markets Corp.. BMO Capital Markets Corp. is a Corporation headquartered in NEW YORK, NY. Founded in March 1988, the firm has a broad reach with state-level registrations in all 50 states plus Puerto Rico and the Virgin Islands. It offers investment advisory services, including portfolio management for pooled investment vehicles, and holds approximately $10 billion - $50 billion in assets. BMO Capital Markets Corp. primarily serves investment companies and pooled investment vehicles, with a total of 113 clients and $796,416,350 in regulatory assets under management.
BMO Capital Markets Corp.

151 WEST 42ND STREET

NEW YORK, NY 10036

$796.42M

Assets Under Management

113

Total Clients

178

Total Financial Advisors

Services Offered

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.

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provision of securities trading ideas and research

Provision of securities trading ideas and research

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees for securities trading ideas and research

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Jinsong Wang’s Registration & Firm History

NY

03/23/2012 - Present

BMO Capital Markets Corp. (New York NY)

NY

09/11/2002 - 03/19/2012

BMO NESBITT BURNS TRADING CORP. S.A. (NEW YORK NY)

IL

05/15/2002 - 01/02/2003

BMO NESBITT BURNS CORP. (CHICAGO IL)

NY

03/27/2001 - 03/22/2002

COMMERZBANK CAPITAL MARKETS CORP. (NEW YORK NY)

NY

07/08/1998 - 03/26/2001

DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/21/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/25/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2001

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 07/07/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jinsong Wang.
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