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Jeffrey H Saunders

Amundi Asset Management US, Inc.

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About Jeffrey H Saunders

Jeffrey Saunders is an investment advisor representative at Amundi Asset Management US, Inc. with more than 30 years of experience in the industry. Jeffrey is currently registered to provide investment advisory services in Florida, Georgia, Massachusetts, and South Carolina. Jeffrey is also registered with the Securities and Exchange Commission (SEC) and holds Series 7, 63 and 66 licenses. Prior to joining Amundi, Jeffrey worked as a Registered Representative at NSR Distributors, Inc. and National Securities & Research Corporation.

Firm Information

Jeffrey Saunders is currently registered with Amundi Asset Management US, Inc.. Amundi Asset Management US, Inc. is an investment advisor registered with the SEC. The firm has offices in Boston, MA and manages more than $50 billion in assets. They offer a range of portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.
Amundi Asset Management US, Inc.

60 STATE STREET

BOSTON, MA 02109-1820

$119.88B

Assets Under Management

Not reported

Total Clients

76

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jeffrey Saunders’s Registration & Firm History

MA

01/04/2021 - Present

Amundi Asset Management US, Inc. (BOSTON MA)

CT

06/10/1988 - 10/12/1989

NSR DISTRIBUTORS, INC. (ENFIELD CT)

NA

10/28/1986 - 06/10/1988

NATIONAL SECURITIES & RESEARCH CORPORATION

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Licenses & Designations

BOTH

Issued 10/02/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/01/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey H Saunders.
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