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Catherine Mezes Arnold

Putnam Investment Management, LLC

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About Catherine Mezes Arnold

Catherine Arnold is a registered investment advisor representative with Putnam Investment Management, LLC. Catherine has been in the securities industry since November 2016. Catherine has passed the Series 66, Series 7 and SIE exams and is licensed to operate in 53 states. Before joining Putnam Investment Management, LLC, Catherine was an investment advisor representative with PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP.

Firm Information

Catherine Arnold is currently registered with Putnam Investment Management, LLC. Putnam Investment Management, LLC is a Boston, MA-based investment firm with over $85 billion in regulatory assets under management. They offer a variety of portfolio management services for individuals, investment companies, and pooled investment vehicles. The firm also has a wrap fee program and serves a wide range of client types, including corporations, individuals, state and municipal governments, charitable organizations, and investment companies.
Putnam Investment Management, LLC

100 FEDERAL ST

BOSTON, MA 02110

$85.21B

Assets Under Management

24

Total Clients

80

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Catherine Arnold’s Registration & Firm History

MA

01/30/2017 - Present

Putnam Investment Management, LLC (BOSTON MA)

MA

11/14/2016 - 07/02/2024

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)

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Licenses & Designations

BOTH

Issued 01/24/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Catherine Mezes Arnold.
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