Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caitlin? Claim Your ProfileCaitlin Baggeroer is an investment advisor representative with Putnam Investment Management, LLC. Caitlin has been in the industry since 2011 and is registered in Massachusetts. Caitlin holds a Series 6, 7, 24, 63 and 65 licenses. Caitlin is a financial advisor and has worked with Putnam Retail Management and Franklin Distributors, LLC in the past.
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
06/07/2016 - Present
Putnam Investment Management, LLC (BOSTON MA)
MA
03/16/2011 - 07/02/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
IA
Issued 05/31/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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