Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Schreiber is a financial advisor with over 13 years of experience in the financial services industry. He is currently registered with Putnam Investment Management, LLC and is a Series 7, Series 24 and Series 63 licensed professional. Jonathan has a deep understanding of the financial markets and has a strong track record of providing investment advice to individuals, corporations and institutional clients. Jonathan Schreiber has been a registered representative of Putnam Retail Management Limited Partnership since 2011.
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
10/02/2019 - Present
Putnam Investment Management, LLC (BOSTON MA)
MA
01/17/2011 - 07/02/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
BC
Issued 09/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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