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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Louis Puz is a financial advisor with Mainstay Capital Management, LLC. Robert has over 20 years of experience in the financial services industry. Robert is registered with the state of Michigan as an Investment Advisor Representative. Robert has worked with clients in a variety of sectors including corporations, individuals and high net worth individuals. Prior to joining Mainstay Capital Management, LLC, Robert worked with LPL Financial LLC.
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.
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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MI
05/19/2022 - Present
Mainstay Capital Management, LLC (GRAND BLANC MI)
MI
01/07/2019 - 05/10/2022
LPL FINANCIAL LLC (SAGINAW MI)
MI
08/31/2015 - 01/07/2019
SIGMA FINANCIAL CORPORATION (Saginaw MI)
MI
05/01/2013 - 09/11/2015
SECURITIES AMERICA, INC. (FLINT MI)
MI
07/10/2012 - 04/24/2013
CETERA INVESTMENT SERVICES LLC (OWOSSO MI)
MI
03/12/2008 - 08/26/2008
SIGMA FINANCIAL CORPORATION (SAGINAW MI)
MI
01/09/2008 - 02/05/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ANN ARBOR MI)
MI
04/06/2006 - 01/23/2007
IFMG SECURITIES, INC. (SAGINAW MI)
OH
12/12/2000 - 11/23/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
12/12/2000 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
05/01/1998 - 12/14/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MI
11/06/1996 - 09/25/1997
LEONARD & COMPANY (TROY MI)
NY
11/14/1995 - 07/12/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
06/29/1995 - 11/21/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 07/27/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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