Sarah Louise Puff

Current Employers

Employment History

• 10/2005 → Present
  Djpuff Advisors Group, Inc.
  Camillus, NY
• 02/2013 → Present
  Gwn Securities Inc.
  Palm Beach Gardens, FL
• 08/2026 → Present
  Djpuff Advisors Group, Inc.
  Camillus, NY

Other Businesses

LIFE INSURANCE, HEALTH, DIABILITY, LTC & ANNUITIES POSITION: Agent NATURE: Life, Health, LTC Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2013 ADDRESS: 202 Kasson Road, PO Box 9, Camillus NY 13031, United States DESCRIPTION: Determining whether Life Insurance is a suitable vehicle for a client's overall financial plan. Determining the policy that best suits the client's needs. Assist client with the process of purchasing suitable insurance policy. DJ PUFF ADVISORS GROUP, Is Investment Related, DBA, Financial Professional, 04/19/2013,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales. GWN SECURITIES INC, INVESTMENT RELATED/11440 N JOG ROAD, PALM BEACH GARDENS, FL 33418/BROKER/DEALER AND RIA/MY TITLE: REGISTERED REPRESENTATIVE/FINANCIAL ADVISOR /START DATE: 4/9/2013/HOURS/MONTH: APPROX. 160 HOURS PER MONTH/NUMBER OF TRADING HOURS: 160 HOURS PER MONTH/JOB DUTIES: EXECUTE TRADES, MANAGE PORTFOLIOS, PROVIDE RECOMMENDATIONS, ADHERE TO SUITABILITY, DISCLOSE FEES, PREVENT FRAUD, MAINTAIN RECORDS, COMPLETE CONTINUING EDUCATION,

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-22
• S63 Uniform Securities Agent State Law Examination
  2013-06-10

Other Names

• Sarah Puff
• Sarah Louise Puff