Katharine ManningCRD Number: 2901746
Current Firm: F L Putnam Investment Management Company
Katharine Manning (CRD# 2901746) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wellesley, MA and has over 24 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|F.l. Putnam Investment Management||Wellesley, MA||Jan 2019 - Current||2|
|Education: Retirement Management Advisor Credential Work||Boston, MA||Nov 2018 - Dec 2018||< 1|
|Unemployed||Boston, MA||Feb 2018 - Oct 2018||< 1|
|Admiral's Bank||Boston, MA||Oct 2017 - Jan 2018||< 1|
|Charles Schwab Bank||Boston, MA||Feb 2005 - Jul 2017||12|
|Charles Schwab & Company, Inc.||Boston, MA||Mar 2004 - Jul 2017||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1997|
|S65||NASAA Investment Advisors Law Examination||Jan 1999|
Total Assets Under Management3,722MILLIONS
Total Number of Accounts3,329ACCOUNTS
Average Account Value$1,118,016
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
CA, CO, CT, DC, FL, GA, KY, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WA
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