Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sophia? Claim Your ProfileSophia Maxine Starr is a Registered Representative and Investment Advisor Representative with Putnam Investment Management, LLC. Sophia is a highly experienced financial professional with a proven track record of success in the industry. Sophia is registered with the Securities and Exchange Commission (SEC) and holds the following licenses: Series 66, Series 7TO and SIE. Sophia provides portfolio management services to individual clients, investment 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
01/30/2024 - Present
Putnam Investment Management, LLC (BOSTON MA)
MA
11/29/2023 - 07/02/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
BOTH
Issued 01/18/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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