Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elvis? Claim Your ProfileElvis Guerrero dejesus is a financial advisor who has been in the industry since January 11, 2022. Elvis is currently registered with Putnam Investment Management, LLC. Previously, Elvis was registered with Putnam Retail Management Limited Partnership. Elvis is licensed in 53 states and has a Series 7TO, SIE, and Series 66 license. Elvis specializes 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
04/12/2022 - Present
Putnam Investment Management, LLC (BOSTON MA)
MA
01/12/2022 - 07/02/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
BOTH
Issued 04/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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