Elvis Guerrero Dejesus (CRD# 7405925) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 5773963
Fuller Brook Financial Partners, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Putnam Investments/putnam Retail Management | Boston, MA | Jun 2021 - Current | 2 |
| Full-time Education At Denison University | Granville, OH | Aug 2017 - May 2021 | 3 |
| Caribbean Auto Body | Lynn, MA | Feb 2016 - Aug 2017 | 1 |
| Savers | Lynn, MA | Feb 2016 - Aug 2017 | 1 |
| Raw Art Works | Lynn, MA | Aug 2013 - Aug 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- MA
-
Total Assets Under Management91,179MILLIONS
-
Total Number of Accounts168ACCOUNTS
-
Average Account Value$542,731,983
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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