Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Sahler is a registered investment advisor representative at Putnam Investment Management, LLC. Curtis has been in the industry for over 20 years. Curtis has a strong track record of providing investment advice to individuals, investment companies, and pooled investment vehicles. Curtis is also a registered principal with Putnam Retail Management Limited Partnership. Curtis holds multiple industry licenses including Series 6, 7, 10, 24, 63, and 66.
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
05/31/2023 - Present
Putnam Investment Management, LLC (BOSTON MA)
MA
05/19/2023 - 07/02/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
WA
06/17/2021 - 05/18/2023
MORGAN STANLEY (Vancouver WA)
KS
05/10/2007 - 04/30/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
05/10/2007 - 04/21/2021
WADDELL & REED (OVERLAND PARK KS)
FL
05/21/2002 - 07/03/2006
OHIO SAVINGS SECURITIES, INC. (NORTH HOLLYWOOD FL)
OH
02/13/2002 - 03/15/2002
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BOTH
Issued 03/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/31/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/30/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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