linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Brandt Heitzman

F L Putnam Investment Management Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Brandt Heitzman

Robert Brandt Heitzman is an investment advisor representative currently registered with F.L. Putnam Investment Management Co.. Robert has over 25 years of experience in the financial industry and holds Series 7 and Series 63 securities licenses. He is also a Certified Financial Planner. Before joining F.L. Putnam Investment Management Co., Robert worked at SVB Wealth LLC and Maplewood Investment Advisors, Inc., among other firms.

Firm Information

Robert Heitzman is currently registered with F L Putnam Investment Management Co.. F L Putnam Investment Management Co. is a Registered Investment Advisor based in Lynnfield, MA. They provide financial planning, portfolio management for individuals, educational seminars, publication of periodicals, selection of other advisers, and other advisory services. They primarily manage assets for high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
F L Putnam Investment Management Co.

6 KIMBALL LANE

LYNNFIELD, MA 01940

$6.17B

Assets Under Management

30

Total Clients

47

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio monitoring and consulting

Portfolio monitoring and consulting

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Assets under advisement

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Heitzman’s Registration & Firm History

MD

04/11/2023 - Present

F L Putnam Investment Management Co. (ROCKVILLE MD)

TX

05/31/2002 - 12/31/2003

THE (WILSON) WILLIAMS FINANCIAL GROUP (DALLAS TX)

NY

10/17/2001 - 03/13/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

TX

03/03/2000 - 10/03/2001

MAPLEWOOD INVESTMENT ADVISORS, INC. (DALLAS TX)

TX

03/25/1998 - 04/11/2000

MAY FINANCIAL CORPORATION (DALLAS TX)

Not sure if Robert Brandt Heitzman is right for you?

Licenses & Designations

BC

Issued 05/26/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Brandt Heitzman.
Not sure if Robert Brandt Heitzman is right for you?