Unclaimed
Carlo Forcione is a registered representative with Franklin Distributors, LLC. Carlo has been in the industry since 2016, and has passed the Securities Industry Essentials Examination and the General Securities Representative Examination. Carlo previously worked at Putnam Retail Management Limited Partnership in Boston, Massachusetts.
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.
1
2
MA
07/02/2024 - Present
Franklin Distributors, LLC (Boston MA)
MA
07/28/2016 - 07/02/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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