Maura McNamara (CRD# 7428980) 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# 4999910
Fidelity Personal And Workplace Advisors
CRD# 4672511
Amundi Asset Management Us, Inc.
CRD# 4831929
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Putnam Investments/putnam Retail Management | Boston, MA | Jun 2022 - Current | 1 |
Hobart And William Smith Colleges | Geneva, MA | Aug 2021 - May 2022 | < 1 |
Oxford Public Schools | Oxford, MA | Dec 2021 - Jan 2022 | < 1 |
Putnam Investments | Boston, MA | Jul 2021 - Aug 2021 | < 1 |
Worcester Country Club | Worcester, MA | May 2021 - Jun 2021 | < 1 |
Hudson Public Schools | Hudson, MA | May 2021 - Jun 2021 | < 1 |
Hobart And William Smith Colleges | Geneva, NY | Aug 2020 - May 2021 | < 1 |
Hudson Public Schools | Hudson, MA | Nov 2020 - Jan 2021 | < 1 |
Worcester Country Club | Worcester, MA | Jun 2020 - Aug 2020 | < 1 |
Hobart And William Smith Colleges | Geneva, NY | Aug 2019 - Mar 2020 | < 1 |
Abercrombie And Fitch | Natick, MA | Nov 2019 - Jan 2020 | < 1 |
Worcester Country Club | Worcester, MA | May 2019 - Aug 2019 | < 1 |
Hobart And William Smith Colleges | Geneva, NY | Jan 2019 - May 2019 | < 1 |
Abercrombie And Fitch | Natick, MA | Nov 2018 - Jan 2019 | < 1 |
Worcester Country Club | Worcester, MA | May 2018 - Aug 2018 | < 1 |
Student | Shrewsbury, MA | Jan 2010 - Apr 2018 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- MA
-
Total Assets Under Management97,851MILLIONS
-
Total Number of Accounts180ACCOUNTS
-
Average Account Value$543,617,726
- 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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