Olivia Fredrick (CRD# 7275028) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 2 years of experience in the finance industry.
CRD# 4927658
Claro Advisors, LLC
CRD# 4999983
Fidelity Personal And Workplace Advisors
CRD# 4999910
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Putnam Investments | Boston, MA | Jun 2021 - Current | 2 |
| Full-time Education | Worcester, MA | Aug 2020 - May 2021 | < 1 |
| Putnam Investments | Boston, MA | Jul 2020 - Aug 2020 | < 1 |
| Full-time Education | Worcester, MA | Dec 2019 - May 2020 | < 1 |
| Full-time Education | Melbourne, | Jul 2019 - Nov 2019 | < 1 |
| Full-time Education | Worcester, MA | Aug 2018 - May 2019 | < 1 |
| Self-employed | Needham, MA | May 2018 - Aug 2018 | < 1 |
| Full-time Education | Worcester, MA | Aug 2017 - May 2018 | < 1 |
| Pinebrook Country Club | Weston, MA | Jun 2017 - Aug 2017 | < 1 |
| Full-time Education | Newton, MA | Sep 2016 - Jun 2017 | < 1 |
| Pinebrook Country Club | Weston, MA | Jun 2016 - Aug 2016 | < 1 |
| Full-time Education | Newton, MA | Sep 2015 - Jun 2016 | < 1 |
| Pinebrook Country Club | Weston, MA | Jun 2015 - Aug 2015 | < 1 |
| Full-time Education | Newton, MA | Sep 2014 - Jun 2015 | < 1 |
| Trip Advisor | Newton, MA | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- 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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