Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Brian Pomerleau is a Certified Financial Planner™ and Investment Advisor Representative with F L Putnam Investment Management Co. Corey has been in the financial services industry since December 2014. Corey’s previous experience includes roles at Boston Private Wealth and Northern Bank & Trust Co.. Corey is registered with the state of Massachusetts. Corey specializes in Portfolio Management for Individuals, Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Monitoring and Consulting. Corey’s firm manages over $6 Billion in assets and has approximately 30 clients.
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
MA
01/04/2021 - Present
F L Putnam Investment Management Co. (LYNNFIELD MA)
Active
Inactive
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