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John P

Series 63, Series 65

Tarpon Springs, FL

Raymond James Financial

John Putnam is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 57 years of industry experience. He is also the CEO and officer of F L Putnam Securities Inc, a non-traded holding company where he assists in operational planning. Additionally, he owns a business called Putnam 411, providing long-range planning and advice to businesses and individuals, including ESOP consulting using Raymond James resources. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to help clients achieve their goals and supports these through various advisory programs and institutional consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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