Raymond R. Perry, CLU, ChFC, is Assistant Vice President, Investment Services. He is also a Financial Consultant with Infinex Investments, Inc. Mr. Perry, who joined Putnam Bank in 2004, is a Registered FINRA limited principal and has been providing investment and insurance services to the public since 1972. Mr. Perry is registered to sell all types of securities, as well as insurance and annuity contracts.
Mr. Perry received his B.S. Degree from the University of Rhode Island. He earned his Chartered Life Underwriter (CLU) and Charter Financial Consultant (ChFC) designations from The American College.
He has served as the Director and instructor for the Rhode Island Agents License Evening Qualification School since 1985. Mr. Perry is also an active member of the Rhode Island Society of Financial Service Professionals and the National Charter Financial Consultants Society.
Mr. Perry and his wife make their home Coventry, Rhode Island.
Putnam Bank offers access to complete investment services through Infinex Financial Group, located at the Bank's Main Office. Infinex Investments, Inc., member FINRA/SIPC is a full service brokerage firm that offers stocks, bonds, mutual funds, tax deferred annuities, life insurance, long-term care and disability insurance and retirement accounts.
Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
Putnam Bank and Infinex Investments, Inc. are not affiliated.
To contact Raymond, email him, or call 860-928-6501 x 3076.