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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Deangelis is an investment advisor representative with Putnam Investment Management, LLC. Adam has been in the industry since June 24, 1998. He is registered with the state of Massachusetts and has passed the Series 6, Series 7, and Series 63 exams. Adam has prior experience with Putnam Retail Management Limited Partnership.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
03/27/2008 - Present
Putnam Investment Management, LLC (BOSTON MA)
MA
06/25/1998 - 07/02/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 04/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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