Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Therese? Claim Your ProfileTherese Nicklas is a financial advisor at F L Putnam Investment Management Co., based in Rockland, Massachusetts. Therese has been in the industry for over 20 years, and has a diverse background in financial planning and wealth management. She is also a certified financial planner (CFP). Therese is passionate about helping clients achieve their financial goals, and works closely with individuals, families, and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio monitoring and consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Assets under advisement
1
2
MA
08/02/2024 - Present
F L Putnam Investment Management Co. (ROCKLAND MA)
MA
06/15/2012 - 12/19/2016
LPL FINANCIAL LLC (BRAINTREE MA)
MA
04/25/2011 - 06/21/2012
CCO INVESTMENT SERVICES CORP. (HINGHAM MA)
MA
02/22/2006 - 05/13/2011
LPL FINANCIAL LLC (BRAINTREE MA)
FL
07/05/2001 - 02/27/2006
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 04/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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