Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Desclos is a CERTIFIED FINANCIAL PLANNER™ professional with experience in the financial services industry. Michael is currently registered with F L Putnam Investment Management Co., where he has been employed since June 2023. Michael has been registered with the state of Massachusetts as an Investment Advisor Representative since July 2023. Previously, Michael was employed at Boston Private Bank & Trust Company, Boston Private Wealth LLC and SVB WEALTH LLC. Michael has experience working with individuals, high-net-worth individuals, charitable organizations and corporations or other businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio monitoring and consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Assets under advisement
1
2
MA
07/05/2023 - Present
F L Putnam Investment Management Co. (Lynnfield MA)
Active
Inactive
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