linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Harris Putnam

Ameritas Investment Company, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Harris Putnam

Matthew Putnam is a financial professional with over 15 years of experience in the financial services industry. Matthew is currently registered with Ameritas Investment Company, LLC and holds the Series 6 and Series 63 licenses. Prior to joining Ameritas Investment Company, LLC, Matthew worked with a variety of financial institutions, including NYLIFE Securities LLC, Park Avenue Securities LLC, Guardian Investor Services LLC, Hartford Securities Distribution Company, Inc., MFS Fund Distributors, Inc., MMC Securities Corp., and Putnam Retail Management Limited Partnership.

Firm Information

Matthew Putnam is currently registered with Ameritas Investment Company, LLC. Ameritas Investment Company, LLC is a Limited Liability Company formed in April 1984. It is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

297

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.

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Putnam’s Registration & Firm History

NE

10/03/2016 - Present

Ameritas Investment Company, LLC (LINCOLN NE)

MA

01/29/2016 - 03/10/2016

NYLIFE SECURITIES LLC (WALTHAM MA)

MA

03/31/2015 - 11/03/2015

PARK AVENUE SECURITIES LLC (BOSTON MA)

MA

06/14/2010 - 03/31/2015

GUARDIAN INVESTOR SERVICES LLC (BOSTON MA)

MA

02/29/2008 - 05/21/2010

HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (BOSTON MA)

MA

06/20/2006 - 02/29/2008

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

NY

04/01/2005 - 04/08/2005

MMC SECURITIES CORP. (NEW YORK NY)

MA

05/02/2002 - 04/01/2005

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

Not sure if Matthew Harris Putnam is right for you?

Licenses & Designations

BC

Issued 07/22/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Harris Putnam.
Not sure if Matthew Harris Putnam is right for you?