Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olivia? Claim Your ProfileOlivia Marie Fredrick is a registered representative with Putnam Investment Management, LLC. Olivia has been in the industry since August 2021. Olivia is registered with the state of Massachusetts and holds the Series 7TO, SIE and Series 66 licenses. Olivia has been employed with Putnam Retail Management Limited Partnership. Prior to that Olivia has been self-employed and a full-time student at several colleges. Olivia specializes in Investment Companies, Business Development Companies, and Pooled Investment Vehicles.
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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MA
10/25/2021 - Present
Putnam Investment Management, LLC (BOSTON MA)
MA
08/16/2021 - 07/02/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
BOTH
Issued 10/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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