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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wesley Putman is an investment advisor representative at Fisher Investments. Michael has over 3 years of experience in the financial services industry and holds the Series 65 and Series 6TO licenses. Michael also holds the SIE designation, which demonstrates a basic understanding of the securities industry. Michael previously worked as a Registered Representative at Trinity Wealth Securities, L.L.C.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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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TX
07/08/2024 - Present
Fisher Investments (PLANO TX)
FL
08/24/2020 - 03/13/2022
TRINITY WEALTH SECURITIES, L.L.C. (Tampa FL)
IA
Issued 07/31/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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