Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Michael O'Brien is an Investment Advisor Representative at F. L. Putnam Investment Management Co. William has been in the industry since 1985. He has worked for several firms including FIS Securities, Inc., G.R. Stuart & Company, Inc., Financial Securities Network, Inc. and TBC Funds Distributor, Inc. William is registered in Massachusetts. William holds the Series 6, Series 63 and Series 65 licenses. William specializes in working with individuals, high net worth individuals, charitable organizations, corporations or other businesses, pension and profit-sharing plans 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
MA
12/15/2020 - Present
F L Putnam Investment Management Co. (LYNNFIELD MA)
MA
10/21/1993 - 06/26/1997
FIS SECURITIES, INC. (BOSTON MA)
MA
02/09/1993 - 07/22/1993
G.R. STUART & COMPANY, INC. (MAYNARD MA)
NA
04/03/1992 - 02/25/1993
FINANCIAL SECURITIES NETWORK,INC.
ME
05/07/1987 - 04/23/1990
TBC FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
IA
Issued 10/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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