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Steven Nathaniel Violin

F L Putnam Investment Management Co.

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About Steven Nathaniel Violin

Steven Violin is a financial advisor registered with F L Putnam Investment Management Co. Steven is also registered in Maine, Massachusetts and Texas. Steven has been active in the industry since May 2000. Steven holds the Series 7 and Series 66 securities licenses and is a Chartered Financial Analyst. Steven works with clients including high-net-worth individuals, charitable organizations, corporations and other businesses, and individuals other than high-net-worth. F L Putnam Investment Management Co. has offices in Lynnfield, MA.

Firm Information

Steven Violin 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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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other

Assets under advisement

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Steven Violin’s Registration & Firm History

MA

05/21/2007 - Present

F L Putnam Investment Management Co. (WELLESLEY MA)

FL

07/05/2001 - 05/30/2002

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 08/29/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/03/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Nathaniel Violin.
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