Invested Better
Unclaimed

Unclaimed

Unclaimed

Erik Putnam

Bessemer Investor Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Erik? Claim Your Profile

About Erik Putnam

Erik Putnam is a registered representative with Bessemer Investor Services, Inc. and is registered with the Financial Industry Regulatory Authority (FINRA). Erik has been in the securities industry since 2013. Erik is currently located in West Palm Beach, FL. Erik Putnam is a licensed securities professional with a Series 3, 7, and 63 license. Erik has a total of 22 active state licenses and 1 active FINRA registration.

Firm Information

Erik Putnam is currently registered with Bessemer Investor Services, Inc.. Bessemer Investor Services, Inc. is a Corporation that was formed on April 7, 1983. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

118

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Erik Putnam’s Registration & Firm History

FL

11/21/2019 - Present

Bessemer Investor Services, Inc. (WEST PALM BEACH FL)

NY

06/10/2013 - 07/30/2018

BESSEMER INVESTOR SERVICES, INC. (NEW YORK NY)

Not sure if Erik Putnam is right for you?

Licenses & Designations

BC

Issued 07/08/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/27/2018

Series 3 - National Commodity Futures Examination

BC

Issued 07/30/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erik Putnam.
Not sure if Erik Putnam is right for you?