Robert Putnam, financial advisor Cooperstown NY
93 score

Robert Putnam

CRD Number: 1190882
Current Firm: Nationwide Securities, LLC

Robert Putnam (CRD# 1190882) is an Investment Advisor Representative working at Nationwide Securities, LLC in Cooperstown, NY and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Nationwide Securities, Inc. Cooperstown, NY Aug 2008 - Current 8
Nationwide Advisory Services, Inc. Columbus, OH Aug 1983 - Current 33
Nationwide Insurance Co's. Columbus, OH Jun 1981 - Current 35
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2003
Contact Info for Robert J. Putnam
Phone Number: 888-753-7364
Firm Website: http://www.mynfn.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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