Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Puckly is a financial professional with over 20 years of experience in the financial services industry. He is a Registered Representative and Investment Advisor Representative, licensed in Connecticut, Massachusetts and New York. Michael is a Chartered Financial Consultant and a member of the Riverfront Recapture Executive Committee. He is affiliated with Wellspring Financial, LLC and has previously worked at Phoenix Equity Planning Corporation and W.S. Griffith & Co., Inc. He is a Series 6, 7, 24, and 26 licensed professional. Michael specializes in providing financial planning and portfolio management services to individuals and families. He is also an insurance agent, offering life, long-term care, and long-term disability insurance products.
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.
Personalized portfolio management to meet individual financial objectives.
Insurance products offered as independent agents include life, long term care, long term disability, and annuities
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
06/01/2021 - Present
Wellspring Financial, LLC (SOUTH WINDSOR CT)
CT
02/14/2002 - 11/06/2007
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
12/11/1998 - 02/15/2002
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
04/12/1995 - 12/11/1998
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
10/26/1994 - 04/12/1995
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CT
04/19/1994 - 10/31/1994
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NA
03/05/1986 - 11/07/1988
PHOENIX EQUITY PLANNING CORPORATION
BC
Issued 03/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 04/15/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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