Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Rosenbaum is a registered investment advisor representative at F L Putnam Investment Management Co. Jennifer has been in the industry since 2018. Jennifer holds the Series 66 license. Jennifer has experience working at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., BNY Mellon, and F L Putnam Investment Management Co. Jennifer provides investment advice and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. Jennifer is also a Director for the non-profit organization JVS.
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
MA
09/16/2024 - Present
F L Putnam Investment Management Co. (NEEDHAM MA)
Active
Inactive
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