Invested Better
Unclaimed

Unclaimed

Unclaimed

John Patrick Songer

Siebert Williams Shank & CO., LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Patrick Songer

John Patrick Songer is a financial advisor with Siebert Williams Shank & Co., LLC. John has over 30 years of experience in the financial services industry. John is registered to provide securities-related services in 20 states. John is also a Series 24 General Securities Principal, and holds Series 3, 7, 63, 86, and 87 licenses. John has been with Siebert Williams Shank & Co., LLC since 2019. Prior to joining Siebert Williams Shank & Co., LLC, John worked at The Williams Capital Group, L.P., Topeka Capital Markets Inc., Seaport Global Securities LLC, Global Hunter Securities, LLC, Capital One Southcoast, Inc, and Linsco/Private Ledger Corp.

Firm Information

John Songer is currently registered with Siebert Williams Shank & CO., LLC. Siebert Williams Shank & CO., LLC is a Limited Liability Company that was formed in March 1997. The firm is registered in all 50 states and with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

88

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Songer’s Registration & Firm History

NY

11/05/2019 - Present

Siebert Williams Shank & CO., LLC (NEW YORK NY)

NY

08/24/2016 - 11/05/2019

THE WILLIAMS CAPITAL GROUP, L.P. (NEW YORK NY)

NY

12/23/2015 - 05/23/2016

TOPEKA CAPITAL MARKETS INC. (NEW YORK NY)

LA

09/29/2014 - 03/09/2015

SEAPORT GLOBAL SECURITIES LLC (NEW ORLEANS LA)

LA

11/02/2010 - 09/29/2014

GLOBAL HUNTER SECURITIES, LLC (NEW ORLEANS LA)

LA

07/22/2003 - 10/28/2010

CAPITAL ONE SOUTHCOAST, INC (NEW ORLEANS LA)

SC

04/28/2003 - 07/24/2003

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

SC

05/31/1994 - 04/28/2003

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

IL

04/16/2003 - 04/25/2003

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

NA

01/24/1992 - 06/21/1994

MARQUIS INVESTMENTS, L.L.C.

NY

01/24/1989 - 02/07/1992

LEHMAN BROTHERS INC. (NEW YORK NY)

Not sure if John Patrick Songer is right for you?

Licenses & Designations

BC

Issued 01/31/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/13/1994

Series 24 - General Securities Principal Examination

BC

Issued 08/09/2024

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 04/18/2024

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/1989

Series 3 - National Commodity Futures Examination

BC

Issued 01/21/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Patrick Songer.
Not sure if John Patrick Songer is right for you?