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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Puntney has been in the financial services industry since February 25, 2002. Jeffrey is currently registered with Blackrock Financial Management, Inc. as a Registered Representative in NY and WA. Previously, Jeffrey worked at State Street Research Investment Services, Inc. and First Republic Group, LLC. Jeffrey has a Series 63, Series 65 and Series 7 license and has passed the SIE exam. Jeffrey is registered to provide advisory services in 53 states and two U.S. territories.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
05/30/2006 - Present
Blackrock Financial Management, Inc. (NEW YORK NY)
MA
02/25/2003 - 10/23/2006
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
NY
08/22/2000 - 08/20/2001
FIRST REPUBLIC GROUP, LLC (NEW YORK NY)
IA
Issued 09/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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