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Luke Song

Financial Solutions Advisor at Merrill Lynch
Intro Book
Financial professional with management, customer service, and financial analysis expertise.
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Location
Buena Park, California, United States, US
Languages
  • English Native or bilingual proficiency
  • Korean Native or bilingual proficiency
Skills
  • Management
  • Microsoft Excel
  • Customer Service
  • Microsoft Office
  • Leadership
  • Show all
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Bio

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Luke Song is a seasoned financial professional with experience in management, customer service, and financial analysis. He holds a Bachelor's degree in Economics from the University of Southern California and has obtained certifications in Securities Industry Essentials (SIE), Series 66, and Series 7 from FINRA. Luke has worked as a Financial Solutions Advisor at Merrill Lynch, General Manager at Selahs, Financial Analyst II at OSI Systems, and Financial Advisory Intern at Madrid Retirement Advisor.

Credentials

  • Securities Industry Essentials (SIE)
    FINRA
  • Series 66
    FINRA
  • Series 7
    FINRA

Experience

  • Merrill Lynch
    • United States
    • Financial Solutions Advisor
      • Dec 2022 - Present
      • United States

  • Selahs
    • South Korea
    • General Manager
      • Sep 2018 - Dec 2020
      • South Korea

  • OSI Systems
    • United States
    • Financial Analyst II
      • Jul 2017 - Dec 2017
      • United States

  • Madrid Retirement Advisor
    • Manhattan Beach, California
    • Financial Advisory Intern
      • Aug 2016 - Dec 2016
      • Manhattan Beach, California

Education

  • University of Southern California
    Bachelor's degree, Economics

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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