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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Thongdy Songvilay is a financial advisor with Edelman Financial Engines. Joseph has been in the industry for more than 20 years and is experienced in working with a variety of clients, including high-net-worth individuals, families, and businesses. Joseph has a strong background in financial planning, portfolio management, 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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
WA
05/14/2020 - Present
Edelman Financial Engines (LYNNWOOD WA)
WA
01/02/2018 - 05/12/2020
EK RILEY INVESTMENTS, LLC (SEATTLE WA)
WA
12/12/2005 - 12/06/2017
MOSS ADAMS SECURITIES & INSURANCE LLC (SEATTLE WA)
AZ
10/31/2005 - 12/06/2005
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
03/14/2003 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
MA
10/24/2000 - 01/09/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 06/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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