Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Christian Puttre is an investment advisor representative with Ernst & Young Investment Advisers LLP. Mark has been in the industry since 2002 and holds the Series 6, 7, 63, and 66 licenses. Mark is a Certified Financial Planner and provides a variety of services to clients, including financial planning, educational seminars, and publication of periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NJ
02/02/2021 - Present
Ernst & Young Investment Advisers LLP (SECAUCUS NJ)
NJ
08/12/2009 - 03/29/2010
LPL FINANCIAL CORPORATION (PARSIPPANY NJ)
NJ
09/03/2007 - 01/23/2009
METLIFE SECURITIES INC. (SOMERSET NJ)
NJ
04/10/2006 - 03/13/2007
CITIGROUP GLOBAL MARKETS INC. (MORRISTOWN NJ)
MO
02/27/2002 - 04/18/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 04/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Mark Puttre is the right advisor for you? Invested Better is here to help.
