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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn MacEdo is a financial advisor at F L Putnam Investment Management Co. Carolyn has been in the financial services industry for over 14 years. Carolyn is licensed to sell securities in Florida and Massachusetts. Carolyn specializes in providing financial advice to individuals, high-net-worth individuals, charitable organizations, corporations or other businesses and pension and profit sharing plans. In addition, Carolyn provides portfolio monitoring and consulting, financial planning, and educational seminars. Carolyn has previously worked at Boston Private Bank & Trust Company and SVB Wealth LLC / Boston Private Wealth, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio monitoring and consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Assets under advisement
1
2
FL
07/03/2023 - Present
F L Putnam Investment Management Co. (BONITA SPRINGS FL)
MA
10/23/2009 - 04/13/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
12/11/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 01/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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