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Marianne Pursley

F L Putnam Investment Management Co.

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About Marianne Pursley

Marianne Pursley is a financial advisor with F.L. Putnam Investment Management Co. Marianne has been in the industry for over 20 years. Marianne has a Series 6, Series 7, and Series 63 license. Marianne is a Certified Financial Planner. Marianne's previous experience includes working at BNY Mellon Wealth Management and MetLife Securities Inc. Marianne's specialties include portfolio management, financial planning, educational seminars, and portfolio monitoring and consulting.

Firm Information

Marianne Pursley 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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Marianne Pursley’s Registration & Firm History

RI

05/08/2019 - Present

F L Putnam Investment Management Co. (PROVIDENCE RI)

MO

08/10/2000 - 10/26/2001

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

MA

02/02/2000 - 06/16/2000

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

02/02/2000 - 06/16/2000

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/20/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/09/2000

Series 7 - General Securities Representative Examination

BC

Issued 02/01/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marianne Pursley.
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