Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Yung Song is an Investment Advisor Representative with Eagle Strategies LLC, registered in New Jersey and Texas. Peter has been working in the financial services industry since August 1999. In addition to being a registered investment advisor, Peter is a licensed broker-dealer and holds multiple FINRA Series Licenses, including the Series 7, 6, 63 and SIE. Before joining Eagle Strategies LLC, Peter worked with Guardian Investor Services LLC and NYLIFE Securities Inc. Peter has a strong background in financial planning and provides advice for both individuals and businesses. Peter works primarily with high-net-worth individuals, charitable organizations, and corporations. Peter is dedicated to helping clients achieve their financial goals.
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.
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.
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2
NJ
04/21/2014 - Present
Eagle Strategies LLC (SADDLE BROOK NJ)
NY
02/12/2001 - 07/05/2002
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
NY
12/08/1997 - 06/22/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 8/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/8/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/5/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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