Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry Song is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Ponte Vedra Beach, Florida. Sherry has been in the financial industry since 1999, with previous experience at RAYMOND JAMES FINANCIAL SERVICES, INC. and MONY SECURITIES CORPORATION. Song holds Series 6, 7, 63 and 66 licenses and is registered to offer investment advisory services in 41 states. Sherry is a dedicated financial advisor who has helped clients meet 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.
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
FL
09/21/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PONTE VEDRA BEACH FL)
FL
04/26/2005 - 06/16/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (JACKSONVILLE FL)
NY
09/04/2002 - 08/06/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
ME
03/01/2000 - 09/03/2002
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
NY
12/18/1998 - 03/31/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 07/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1998
Series 6 - Investment Company Products/Variable Contracts 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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