Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Whitaker is a financial advisor with Franklin Distributors, LLC located in Boston, Massachusetts. Anne has been in the industry since August 2009. Anne holds a Series 7, Series 24, Series 51 and SIE licenses. Anne 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.
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.
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MA
01/03/2024 - Present
Franklin Distributors, LLC (Boston MA)
MA
08/03/2009 - 08/06/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
BC
Issued 01/11/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/03/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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