Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Fay is an Investment Advisor Representative at F L Putnam Investment Management Co. Thomas has been with the firm since April 2019. Thomas has also worked at BNY Mellon in Providence, RI. Thomas holds the Series 65 license and is a Chartered Financial Analyst. Thomas specializes in advising clients on portfolio management, financial planning and selection of other advisors. Thomas has experience working with high net worth individuals, charitable organizations, corporations and individuals other than high net worth individuals.
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
RI
04/02/2019 - Present
F L Putnam Investment Management Co. (PROVIDENCE RI)
IA
Issued 04/04/1996
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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