Jeffrey Ting's Location
Hillsborough, California, United States
Jeffrey Ting's Work
- Managing Director @ Merrill Lynch
- Wealth Management Advisor, Senior Vice President - Wealth Management @ Merrill Lynch
Jeffrey Ting's Education
- College of Financial Planning
CRPC
2004 - 2005 - University of California, Berkeley, Haas School of Business
CIMA
2004 - The Wharton School, University of Pennsylvania
Executive Program
2003 - 2003
- Golden Gate University
CFP
2001 - 2003 - University of California, Berkeley
B.A.
1993 - 1997
Jeffrey Ting's Skills
- Financial Advisory
- Series 7
- FINRA
- Series 65
- Uniform Combined State Law
- Series 63
- Life Insurance
- Investment Advisory
- Retirement Planning
- Certified Investment Management Analyst
Jeffrey Ting's Summary
Jeffrey Ting, based in Hillsborough, California, United States, is currently a Managing Director at Merrill Lynch, bringing experience from previous roles at Merrill Lynch. Jeffrey Ting holds a 2004 - 2005 CRPC @ College of Financial Planning. With a robust skill set that includes Financial Advisory, Series 7, FINRA, Series 65, Uniform Combined State Law and more, Jeffrey Ting contributes valuable insights to the industry. Jeffrey Ting has 2 emails and 1 mobile phone number on RocketReach.
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