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JM

Jane M. Mancini-puliafico

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CRD#: 1032299
JM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jane Marie Mancini-puliafico, who also goes by Jane Marie Mancini, Jane Marie Mancinipuliafico, Jane Mancini Puliafico, was a registered financial professional .

Jane is a previously registered financial professional and started their career in finance in 1982. Jane had worked at 14 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jane Marie Mancini | Jane Marie Mancinipuliafico | Jane Mancini Puliafico

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 2, 2008 - December 31, 2013

I-PENSION LLC

RIA
CRD#: 145723
NEWTON, MA
Past

August 16, 2007 - August 19, 2008

FORESIDE DISTRIBUTION SERVICES, L.P.

BD
CRD#: 15634
PORTLAND, ME
Past

February 13, 2004 - July 25, 2005

GUGGENHEIM DISTRIBUTORS, LLC

BD
CRD#: 40805
ROCKVILLE, MD
Past

February 16, 2000 - September 12, 2002

EVERLAKE DISTRIBUTORS, LLC

BD
CRD#: 100460
NORTHBROOK, IL
Past

July 29, 1999 - August 26, 2002

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
BOSTON, MA
Past

November 5, 1998 - May 13, 1999

CLARENDON INSURANCE AGENCY, INC.

BD
CRD#: 7395
WALTHAM, MA
Past

August 27, 1997 - May 7, 1999

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496
WELLESLEY HILLS, MA
Past

August 15, 1997 - September 9, 1997

AMERICAN GENERAL FUNDS DISTRIBUTORS, INC.

BD
CRD#: 42935
BOSTON, MA
Past

May 19, 1994 - September 19, 1996

MFS FUND DISTRIBUTORS, INC.

BD
CRD#: 31052
BOSTON, MA
Past

January 15, 1988 - December 31, 1994

MFS FINANCIAL SERVICES, INC.

BD
CRD#: 18309
BOSTON, MA
Past

December 11, 1986 - January 12, 1988

COLONIAL INVESTMENT SERVICES, INC.

BD
CRD#: 167
Past

May 18, 1984 - December 28, 1984

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
Past

September 6, 1983 - May 31, 1984

FIDELITY DISTRIBUTORS CORPORATION

BD
CRD#: 6848
Past

April 29, 1982 - October 7, 1983

NEW ENGLAND SECURITIES

BD
CRD#: 615

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/24/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


IL
I-PENSION LLC
I-PENSION LLC

CRD#: 145723 / SEC#:

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Contact information


Main Address
661 Highland Avenue Suite 103e, Needham, MA 02494
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


I-PENSION LLC

CRD#: 145723

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