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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Eng is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Hingham, Massachusetts. Jonathan has been in the financial services industry for 10 years and has a Series 7 and Series 66 license. Jonathan's other business activities include being a Treasurer and Board Member for the Quincy Chamber of Commerce and a Consultant/Independent Contractor for the Trustees of Boston University. Jonathan provides financial advice to individuals, high net worth individuals, corporations, insurance companies, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Jonathan's areas of expertise include portfolio management, financial planning, and investment advisory services.
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
08/24/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HINGHAM MA)
BOTH
Issued 02/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2018
Series 7 - General Securities 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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