Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Stephen Putnam is a financial advisor registered with Raymond James Financial Services Advisors, Inc. John has been in the industry since December 14, 1968 and holds the following licenses and certifications: Series 4, Series 7, Series 24, Series 53, and Series 63. John provides financial advice to individuals and businesses, including portfolio management, financial planning, and pension consulting. John Stephen Putnam has been with Raymond James Financial Services Advisors, Inc. since November 5, 2012, and has also previously been affiliated with Robert Thomas Securities, Inc. and Burgess & Leith Incorporated.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
02/03/2014 - Present
Raymond James Financial Services Advisors, Inc. (TARPON SPRINGS FL)
FL
07/19/1983 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
12/07/1981 - 06/21/1983
BURGESS & LEITH INCORPORATED
NA
11/18/1968 - 01/25/1983
EPB, INC.
NA
11/18/1968 - 09/05/1972
F. L. PUTNAM & COMPANY, INC.
IA
Issued 04/25/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/08/1975
Series 4 - Registered Options Principal Examination
BC
Issued 10/29/1968
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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