Mark Puttre, CFP®, EA
Financial Consultant
Xceed Financial Credit Union
22 Sylvan Way
Parsippany, NJ 07054
Phone: 973.775.8981
Phone: 800.590.7617
Fax: 973.829.6890
mark.puttre@lpl.com
Biography
Mark is a CERTIFIED FINANCIAL PLANNER™ practitioner and Enrolled Agent with eight years of experience in the brokerage, banking, and insurance industries.
Comfortable working with clients of all ages, Mark has experience in the following areas of personal finance:
- Retirement Planning
- Portfolio Management
- Long-Term Care Planning
- Survivorship Planning
- Education Planning
- Estate Planning
- Tax Reduction Strategies
- Disability Planning
Mark has created—and implemented—comprehensive financial plans for Fortune 500 executives, professionals, and self-employed entrepreneurs. He has also worked extensively in the public and nonprofit sectors.
Clients can work with Mark under several arrangements: flat fee, percentage of assets, commission, or some combination thereof.
Mark adheres to the CFP® Board’s Standards of Professional Conduct—requiring that he always place his clients’ interests ahead of his own. To maintain his CFP® designation, Mark must also meet the CFP® Board’s continuing education requirements.
Registration/Licenses
FINRA Series: 6, 7, 63, and 66
State of New Jersey: Life Insurance; Accident, Health or Sickness; and Variable
Securities, Investment Advisory Services and Insurance products offered through LPL Financial and its affiliates, member FINRA/SIPC and a registered investment advisor.
Not NCUA Insured. |
No Credit Union Guarantee. |
May Lose Value. |
The Xceed Financial Credit Union website contains links to sources outside the Credit Union that we believe are useful to visitors and members. Once you are linked to another site, you are subject to the privacy policy and terms of use of the new site. XFCU is not responsible for the content presented within the LPL Financial web site.
LPL Financial does not represent in any capacity either Xerox or the Xerox retirement plans.
Please be advised that while Xceed Financial Credit Union provides services and products to Xerox employees and their families, the Credit Union is a separate legal entity and is neither owned nor controlled by Xerox Corporation.
