Unclaimed
Michael Anthony Giuliano is a financial advisor with over 8 years of experience in the financial services industry. Michael is registered with Putnam Investment Management, LLC, and holds the Series 66, Series 7 and SIE licenses. Michael earned a CFA designation, and has a background in investment management. Michael is registered to provide investment advisory services in all 50 states, as well as the District of Columbia. Prior to joining Putnam Investment Management, LLC, Michael worked at Putnam Retail Management Limited Partnership.
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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2
MA
01/25/2016 - Present
Putnam Investment Management, LLC (BOSTON MA)
MA
11/23/2015 - 07/02/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
BOTH
Issued 01/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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