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Anna Deneen

3 Years of Experience
Broker

Anna Deneen is a registered investment advisor, based in Boston, MA, with 3 years of industry experience.

Location

100 Federal St, Boston, MA, 02110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Franklin Distributors, LLC
July 2024 - Present · 1 yr 9 mos
Franklin Distributors, LLCBroker
July 2024 - Present · 1 yr 9 mos
Putnam Investment Management, LLC
October 2023 - Present · 2 yrs 6 mos
Previous Registrations
Putnam Retail Management Limited PartnershipBroker
February 2023 - July 2024 · 1 yr 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Anna Deneen - Financial Advisor | TrueAdvisor