Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joni? Claim Your ProfileJoni A Stone is a Registered Investment Advisor associated with F L Putnam Investment Management Co. in Lynnfield, MA. Joni has a Series 65 license and has been working in the industry since 2016. Joni's firm, F L Putnam Investment Management Co. has approximately 6168006683 in regulatory assets under management. The firm primarily works with high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. Joni and the firm offer a variety of investment advisory services, including portfolio management for individuals, financial planning, educational seminars, and publication of periodicals.
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
11/29/2023 - Present
F L Putnam Investment Management Co. (Lynnfield MA)
IA
Issued 06/10/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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