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Current Employers
John Hancock Personal Financial Services, Llc

200 Berkeley Street, Boston, MA 02116 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2017-09-06
  • MA RA
    APPROVED
    Since 2017-09-06

Branch Locations

200 Berkeley Street, Boston, MA 02116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
John Hancock Signature Services Boston MA 08/2006 Present
Weymouth Club Weymouth MA 04/2007 Present
Hingham Public Schools Hingham MA 08/2009 Present
Manulife John Hancock Brokerage Services Llc Boston MA 07/2024 Present
  • 08/2006 → Present
    John Hancock Signature Services
    Boston, MA
  • 04/2007 → Present
    Weymouth Club
    Weymouth, MA
  • 08/2009 → Present
    Hingham Public Schools
    Hingham, MA
  • 07/2024 → Present
    Manulife John Hancock Brokerage Services Llc
    Boston, MA
Other Businesses

1.OBA Name: JHRPS Education Retirement Consultant 2.Is the OBA investment-related: No 3.OBA Address: 200 Berkeley Street, Boston, MA 02116 4.Nature of the OBA: Retirement Plan Services Education 5.Your Position, Title, or Relationship with the OBA: Retirement Consultant 6.Your Start Date with the OBA: December 19, 2025 7.Approximate number of hours per month you devote to the OBA: 75 8.Number of hours you devote to the OBA during securities trading hours: 3 9.Brief description your duties related to the OBA: The representative, acting on behalf of our affiliate, John Hancock Retirement Plan Services, LLC ("JHRPS"), provides educational information to participants in qualified retirement plans administered by JHRPS who are eligible to take a distribution from their plan (due to termination, retirement or other events). This education covers options available to the participant under the terms of their plan, including keeping the assets in the plan, rolling their assets to a new employer's plan (if applicable), taking a cash distribution, or rolling their asset to an IRA. 10.How are you compensated: Salary and bonus

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-16
S63 Uniform Securities Agent State Law Examination 2008-01-08
  • S65 Uniform Investment Adviser Law Examination
    2017-05-16
  • S63 Uniform Securities Agent State Law Examination
    2008-01-08

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