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Kelly Jean Moore

Putnam Investment Management, LLC

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About Kelly Jean Moore

Kelly Jean Moore is a registered investment advisor representative with Putnam Investment Management, LLC. Kelly holds the Series 6, 7, 24, 63, and 65 securities licenses and has been in the financial industry since October 26, 2017. Kelly has experience working with individuals, businesses, pension and profit-sharing plans, charitable organizations, investment companies, and state or municipal government entities. Putnam Investment Management, LLC is a registered investment advisor with over $85 billion in assets under management. The firm provides portfolio management for individuals, investment companies, and pooled investment vehicles.

Firm Information

Kelly Moore is currently registered with Putnam Investment Management, LLC. Putnam Investment Management, LLC is a Boston, MA-based investment firm with over $85 billion in regulatory assets under management. They offer a variety of portfolio management services for individuals, investment companies, and pooled investment vehicles. The firm also has a wrap fee program and serves a wide range of client types, including corporations, individuals, state and municipal governments, charitable organizations, and investment companies.
Putnam Investment Management, LLC

100 FEDERAL ST

BOSTON, MA 02110

$85.21B

Assets Under Management

24

Total Clients

80

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kelly Moore’s Registration & Firm History

MA

06/24/2024 - Present

Putnam Investment Management, LLC (BOSTON MA)

MA

10/27/2017 - 07/02/2024

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)

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Licenses & Designations

IA

Issued 11/19/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/11/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/09/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2018

Series 7 - General Securities Representative Examination

BC

Issued 10/27/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Jean Moore.
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