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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jolly? Claim Your ProfileJolly Singh Kang is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jolly is licensed to offer securities and investment advice in 55 states and territories. Jolly's firm manages approximately $10 billion to $50 billion in client assets. Jolly has a broad range of experience in the financial services industry, with a particular focus on working with high-net-worth individuals and institutions. Jolly holds a variety of licenses and certifications, including Series 7, 63, and 66. Jolly is also registered to provide investment advice in California and Texas. In addition to their work at Merrill Lynch, Jolly also works as a caregiver for their grandmother.
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
11/01/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN JOSE CA)
CA
12/15/2020 - 02/22/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)
BOTH
Issued 10/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/13/2019
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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