Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Deneen is an investment advisor representative with Putnam Investment Management, LLC, based in Boston, Massachusetts. Anna has been in the industry since February 2023 and holds Series 7TO, Series 66, and SIE licenses. Anna specializes in providing portfolio management services for individuals, investment companies, and pooled investment vehicles. Anna was previously employed by 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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2
MA
10/18/2023 - Present
Putnam Investment Management, LLC (BOSTON MA)
MA
02/23/2023 - 07/02/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
BOTH
Issued 09/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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