Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacquelyn? Claim Your ProfileJacquelyn Vanderbrug is an Investment Adviser Representative with Putnam Investment Management, LLC, based in Boston, MA. Jacquelyn has been in the securities industry since December 7, 2017. Prior to Putnam Investment Management, LLC, Jacquelyn was with PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jacquelyn holds the Series 7, Series 66 and SIE licenses.
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
10/18/2022 - Present
Putnam Investment Management, LLC (BOSTON MA)
MA
10/13/2022 - 07/02/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
MA
08/24/2017 - 06/28/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
BOTH
Issued 10/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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