Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Everett Puri is a financial advisor with over 30 years of experience in the financial services industry. Edwin currently works as a Registered Representative at J.P. Morgan Securities LLC. Prior to this role, Edwin was a Registered Representative at UBS Financial Services Inc. and Bear, Stearns & Co. Inc. Edwin also held a previous role at CS First Boston Corporation and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Edwin's expertise is in portfolio management for individuals and businesses. Edwin holds a CFA designation and is a Series 3, 7, 53, 63, and 65 licensed professional. Edwin currently services clients in Alabama, Arkansas, California, Colorado, Florida, Georgia, Illinois, Louisiana, Mississippi, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Washington.
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
GA
08/02/2013 - Present
J.p. Morgan Securities LLC (ATLANTA GA)
GA
10/02/2006 - 08/12/2013
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
02/04/2003 - 10/12/2006
BEAR, STEARNS & CO. INC. (ATLANTA GA)
NA
01/22/1991 - 01/10/1995
BEAR, STEARNS & CO. INC.
NA
01/18/1986 - 01/29/1991
CS FIRST BOSTON CORPORATION
NA
09/23/1983 - 01/06/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 01/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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