Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Patrick Martin is a financial advisor with F.L. Putnam Investment Management Company. Glen Martin has been in the financial services industry for over 20 years. He is a Certified Financial Planner™ professional with a broad range of experience in financial planning, portfolio management, and investment consulting. Glen Martin is currently registered with the state of Rhode Island and Massachusetts.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio monitoring and consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Assets under advisement
1
2
RI
01/30/2018 - Present
F L Putnam Investment Management Co. (PROVIDENCE RI)
RI
07/20/2015 - 07/01/2016
METLIFE SECURITIES, INC (EAST PROVIDENCE RI)
RI
03/06/2015 - 06/05/2015
LPL FINANCIAL LLC (PROVIDENCE RI)
MA
06/14/2010 - 03/01/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
10/26/2004 - 07/01/2010
BOFA DISTRIBUTORS, INC. (BOSTON MA)
OR
09/08/2004 - 10/06/2004
COLUMBIA FINANCIAL CENTER INCORPORATED (PORTLAND OR)
MA
08/28/2002 - 09/13/2004
COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
05/01/1997 - 10/10/2002
FIS SECURITIES, INC. (BOSTON MA)
BOTH
Issued 11/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/29/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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