Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin R. Monaghan is a financial advisor with over 12 years of experience in the industry. Kevin is currently registered with Putnam Investment Management, LLC and holds the Series 6, 7, 63 and 65 licenses, as well as the SIE. Kevin has worked with Putnam Investment Management since 2011 and has experience with a variety of client types, including individuals, corporations, and institutions.
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
02/01/2016 - Present
Putnam Investment Management, LLC (BOSTON MA)
MA
01/18/2012 - 07/02/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
IA
Issued 01/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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