Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Puneet? Claim Your ProfilePuneet Souda is a financial professional with over 10 years of experience in the industry. Puneet is currently registered with Leerink Partners LLC in Boston, MA. Prior to joining Leerink Partners LLC, Puneet was employed with Citigroup Global Markets Inc. in New York, NY. Puneet holds the Series 7, Series 63, Series 86, Series 87, and SIE licenses and is registered in Massachusetts and New York.
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.
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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MA
04/07/2014 - Present
Leerink Partners LLC (BOSTON MA)
NY
12/10/2013 - 03/21/2014
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 12/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2014
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/03/2014
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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