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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Puneet? Claim Your ProfilePuneet Seth is a financial advisor with Eagle Strategies LLC, a firm that provides financial planning and investment management services to individuals, businesses, and charitable organizations. Puneet has been in the financial services industry since 1990 and has a broad range of experience in providing investment advice. Puneet holds Series 6, 7, 24, 63, and 65 licenses and is registered to provide investment advice in Georgia. Puneet has specialized experience in fixed income, mutual funds, variable annuities, retirement planning, and college savings plans.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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2
GA
12/21/2012 - Present
Eagle Strategies LLC (ALPHARETTA GA)
NY
02/12/1998 - 06/19/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
MA
02/26/1990 - 02/05/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/26/1990 - 02/05/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/17/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/2/1998
Series 7 - General Securities Representative Examination
BC
Issued 2/19/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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