Unclaimed
Daniel Bradley Johnson is a financial advisor registered with Putnam Investment Management, LLC. Daniel has been in the industry since 2018. Daniel has experience working with a variety of clients, including individuals, corporations, investment companies, and state or municipal government entities. Daniel holds Series 7, Series 66 and SIE licenses and has registrations in multiple states.
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.
1
2
MA
03/13/2019 - Present
Putnam Investment Management, LLC (BOSTON MA)
MA
12/17/2018 - 07/02/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
BOTH
Issued 02/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Johnson is the right advisor for you? Invested Better is here to help.