Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Algenis? Claim Your ProfileAlgenis Puntiel is a financial advisor at J.P. Morgan Securities LLC, a large firm that manages more than $50 billion in assets. Algenis Puntiel is registered with FINRA and 14 states, including New York, New Jersey, and California. Algenis Puntiel has been working in the securities industry since 2013 and has a Series 6, Series 63, and SIE licenses. Algenis Puntiel specializes in financial planning and investment management, and can provide services for individuals, businesses, and charitable organizations.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
07/29/2013 - Present
J.p. Morgan Securities LLC (BRONXVILLE NY)
BC
Issued 08/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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