Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Taylor Lukacs is an Investment Advisor Representative at Putnam Investment Management, LLC with over 18 years of experience in the financial services industry. Lindsay is registered with the state of Massachusetts and is a Series 6, 7, 63 and 65 licensed individual. Lindsay has previously worked at Putnam Retail Management Limited Partnership in Andover, MA.
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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MA
02/01/2008 - Present
Putnam Investment Management, LLC (BOSTON MA)
MA
01/20/2006 - 07/02/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
IA
Issued 02/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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