Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michel? Claim Your ProfileMichel Boulos is an investment advisor representative for Putnam Investment Management, LLC. Michel has been in the industry since July 15, 2013. Michel is registered with the state of Massachusetts and is Series 63, 66, and 7 licensed. Michel is also a Chartered Financial Analyst (CFA). Michel has worked for several firms in the past, including T. Rowe Price Investment Services, Inc., Prudential Investment Management Services LLC, J.P. Morgan Securities LLC, and Morgan Stanley Smith Barney. Before Putnam, Michel worked for Fidelity Investments. Michel also worked for AFLAC and was unemployed for several periods in between. Michel has experience working with individual, investment company, pooled investment vehicle, and pension and profit sharing plans clients. Michel has a history of working with corporations or other businesses, charitable organizations, and state or municipal government entities. Michel specializes in securities, investment advisory, and financial planning.
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.
1
2
MA
02/23/2022 - Present
Putnam Investment Management, LLC (BOSTON MA)
MA
02/11/2022 - 07/02/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
MD
11/22/2021 - 01/10/2022
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
NJ
07/18/2019 - 02/19/2021
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
10/29/2009 - 07/12/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
06/01/2009 - 09/14/2009
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
07/27/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 09/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/09/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michel Boulos is the right advisor for you? Invested Better is here to help.
