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Leonardo Mesa

F L Putnam Investment Management Co.

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About Leonardo Mesa

Leonardo Mesa is a financial advisor with over 30 years of experience in the industry. Leonardo is currently registered with F L Putnam Investment Management Co. in Weston, FL. Leonardo has previously worked at FIDELITY BROKERAGE SERVICES LLC and ALLMERICA INVESTMENTS, INC. Leonardo holds a Series 6, 7, 8, 63, and 65 licenses. Leonardo specializes in portfolio management for individuals, financial planning, and educational seminars. Leonardo is a Certified Financial Planner.

Firm Information

Leonardo Mesa is currently registered with F L Putnam Investment Management Co.. F L Putnam Investment Management Co. is a Registered Investment Advisor based in Lynnfield, MA. They provide financial planning, portfolio management for individuals, educational seminars, publication of periodicals, selection of other advisers, and other advisory services. They primarily manage assets for high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
F L Putnam Investment Management Co.

6 KIMBALL LANE

LYNNFIELD, MA 01940

$6.17B

Assets Under Management

30

Total Clients

47

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio monitoring and consulting

Portfolio monitoring and consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Assets under advisement

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Leonardo Mesa’s Registration & Firm History

FL

01/01/2025 - Present

F L Putnam Investment Management Co. (WESTON FL)

FL

05/10/1994 - 07/22/2008

FIDELITY BROKERAGE SERVICES LLC (FT. LAUDERDALE FL)

MA

03/16/1988 - 05/06/1994

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

IA

Issued 05/18/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/25/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/07/1996

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 12/13/1991

Series 7 - General Securities Representative Examination

BC

Issued 03/14/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Leonardo Mesa.
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