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Noemi Carmen Schaefer

Puente Servicios Financieros LLC

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About Noemi Carmen Schaefer

Noemi Carmen Schaefer is a financial professional with over 25 years of experience in the industry. Noemi has held various roles at several firms, including Puente Servicios Financieros LLC, Investment Placement Group, Insigneo Securities, LLC, Northeast Securities, Inc., Shay Financial Services, Inc., Bulltick Securities, LLC, Bulltick, LLC, and EFG Capital International. Noemi is currently registered with Puente Servicios Financieros LLC and holds Series 7, Series 24, and Series 27 licenses. Noemi's expertise and experience make her a valuable resource for clients seeking financial advice.

Firm Information

Noemi Schaefer is currently registered with Puente Servicios Financieros LLC. Puente Servicios Financieros LLC is a Limited Liability Company formed on May 28, 2019. The firm is registered in 17 states and has a single SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

4

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.

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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Noemi Schaefer’s Registration & Firm History

FL

11/30/2020 - Present

Puente Servicios Financieros LLC (MIAMI FL)

CA

07/02/2018 - 08/19/2019

INVESTMENT PLACEMENT GROUP (SAN DIEGO CA)

FL

12/09/2014 - 05/07/2018

INSIGNEO SECURITIES, LLC (MIAMI FL)

NY

04/10/2017 - 12/08/2017

NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)

FL

08/16/2012 - 11/19/2014

SHAY FINANCIAL SERVICES, INC. (CORAL GABLES FL)

FL

01/06/2011 - 08/03/2012

BULLTICK SECURITIES, LLC (MIAMI FL)

FL

09/23/2010 - 08/03/2012

BULLTICK, LLC (MIAMI FL)

FL

12/21/2005 - 09/15/2010

EFG CAPITAL INTERNATIONAL (MIAMI FL)

FL

07/07/1993 - 12/20/2005

EFG CAPITAL INTERNATIONAL LLC (MIAMI FL)

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Licenses & Designations

BC

Issued 02/26/2009

Series 24 - General Securities Principal Examination

BC

Issued 06/30/1993

Series 27 - Financial and Operations Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Noemi Carmen Schaefer.
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