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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Junqing? Claim Your ProfileJunqing Sun is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Junqing has been in the industry since 2020 and is licensed to provide securities advice and investment advisory services in Washington, Texas, Oregon, Idaho, Florida, and Alaska. Junqing specializes in providing investment advice to high net worth individuals, corporations, and charitable organizations. Junqing also offers a range of services, including financial planning, portfolio management, and pension consulting. Junqing holds a Series 7, 66 and SIE license and is a member of FINRA. Junqing is committed to providing clients with the highest level of service and expertise.
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
WA
01/23/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SEATTLE WA)
WA
01/24/2022 - 12/02/2022
RAYMOND JAMES & ASSOCIATES, INC. (SEATTLE WA)
BOTH
Issued 07/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/08/2020
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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