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John Hancock Personal Financial Services, LLC CRD 174433
$2.20B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
200 Berkeley Street, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-08-06 |
Branch Locations
Marblehead, MA • United States
200 Berkeley Street, Boston, MA 02116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Boston | MA | 05/2015 | 03/2022 |
| John Hancock Distributors Llc | Boston | MA | 12/2016 | 04/2022 |
| John Hancock | Boston | MA | 03/2022 | Present |
| John Hancock Investment Management Distributors Llc | Boston | MA | 04/2022 | 06/2024 |
| Manulife John Hancock Brokerage Services | Boston | MA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-30 |
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