Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Kelly Shannahan is an Investment Advisor Representative with Putnam Investment Management, LLC. Gregory has been in the financial services industry since 1984. Gregory holds the Series 7, Series 6, Series 26, Series 51, Series 24, and Series 63 licenses, along with the SIE. Gregory is registered with the state of Massachusetts. In addition to working with Putnam Investment Management, LLC, Gregory has also worked with Putnam Retail Management Limited Partnership, Advisors Asset Management, Inc., Allianz Global Investors Distributors LLC, Octavus LLC, AllianceBernstein Investments, Inc., Reliastar Financial Marketing Corp., and First Investors Corporation. Gregory is a board member of Lunch Break - Investment Committee and serves as a basketball official and girls lacrosse referee.
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
02/03/2020 - Present
Putnam Investment Management, LLC (BOSTON MA)
MA
05/01/2018 - 07/02/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
NJ
08/23/2017 - 04/12/2018
ADVISORS ASSET MANAGEMENT, INC. (PRINCETON NJ)
NJ
01/18/2013 - 03/01/2017
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (MENDHAM NJ)
MN
09/21/2011 - 01/17/2013
OCTAVUS LLC (EXCELSIOR MN)
NY
02/22/1988 - 09/20/2011
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
NA
02/28/1985 - 08/03/1987
RELIASTAR FINANCIAL MARKETING CORP.
NA
04/04/1983 - 03/01/1985
FIRST INVESTORS CORPORATION
IA
Issued 01/31/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/22/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/26/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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