Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald John Puff is a registered representative with GWN Securities Inc. and Djpuff Advisors Group, Inc. Donald has been in the financial industry since October 18, 1982. Donald has experience in providing financial planning, market timing services and selection of other advisors. Donald is registered with the following states: California, Florida, Georgia, Illinois, Kentucky, Maryland, Massachusetts, Minnesota, Mississippi, Nevada, New Jersey, New York, North Carolina, Pennsylvania and Texas. Donald has 2 state exam licenses, 3 product exam licenses and 1 principal exam license. Donald also works as a General Agent/Sole Proprietor for D J Puff Advisor's Group selling life insurance, health insurance, long term care insurance, and fixed annuity sales.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
NY
03/31/2021 - Present
GWN Securities Inc. (CAMILLUS NY)
IL
07/10/1996 - 04/12/2004
PMG SECURITIES CORPORATION (ELGIN IL)
FL
01/01/1994 - 07/22/1996
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
10/19/1982 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
IA
Issued 03/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/15/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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