Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gwen? Claim Your ProfileGwen Elizabeth Callinan is a financial advisor with Putnam Investment Management, LLC in BOSTON, MA. Gwen has been in the financial services industry for over 2 years. Gwen is registered as a securities broker with FINRA, the MSRB, and the SEC. Gwen is also registered as an investment advisor representative with the state of Massachusetts. Gwen holds the Series 7TO, Series 66, and SIE licenses. Gwen is also licensed to sell securities in 53 states. Gwen has been employed by Putnam Retail Management and Putnam Investment Management since 2023.
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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MA
05/24/2023 - Present
Putnam Investment Management, LLC (BOSTON MA)
MA
01/27/2023 - 07/02/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
BOTH
Issued 05/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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