Unclaimed
Christian Puleo is a registered representative with Equitable Advisors, LLC. Christian is licensed to conduct business in New Jersey. Christian has been in the financial services industry since September 2024. In addition to their role at Equitable Advisors, LLC, Christian is also a part-time customer service associate at The Home Depot in Morganville, New Jersey. Christian holds the Series 66 license and has a strong background in financial planning and portfolio management.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NJ
01/24/2025 - Present
Equitable Advisors, LLC (WOODBRIDGE NJ)
Active
Inactive
Not sure Christian Puleo is the right advisor for you? Invested Better is here to help.