Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Payton? Claim Your ProfilePayton Matthew Klumpp is an investment advisor representative with Putnam Investment Management, LLC, located in Boston, MA. Payton joined Putnam in June 2023, bringing with them prior experience in financial services. Payton has been in the industry for over a year, and has a strong background in investment management, financial planning and portfolio management. Payton holds a Series 66 license and is also registered with several state regulatory agencies. Payton is a dedicated and experienced financial professional, committed to providing clients with personalized advice and customized investment solutions.
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
11/15/2023 - Present
Putnam Investment Management, LLC (BOSTON MA)
MA
09/12/2023 - 07/02/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
BOTH
Issued 11/07/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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