Unclaimed
Devin Russell is a registered representative with Putnam Investment Management, LLC. Devin has been in the industry since November 2007 and has worked for Putnam Retail Management Limited Partnership in the past. Devin is licensed to provide investment advice in 20 states including Massachusetts, California, and Connecticut. Devin holds Series 6, 7, and 63 licenses. Devin has specialized in portfolio management for individuals, investment companies, and pooled investment vehicles.
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
02/11/2009 - Present
Putnam Investment Management, LLC (BOSTON MA)
MA
11/22/2007 - 07/02/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
IA
Issued 02/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/21/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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