Michael James Halloran

Current Employers

Employment History

• 06/2017 → 07/2019
  John Hancock
  Boston, MA
• 06/2017 → 07/2019
  John Hancock Funds, Llc
  Boston, MA
• 05/2016 → 09/2016
  John Hancock Investments
  Boston, MA
• 09/2013 → 05/2017
  Boston College
  Chestnut Hill, MA
• 11/2018 → 07/2019
  John Hancock Advisers, Llc
  Boston, MA
• 08/2019 → 01/2022
  Mercer Global Advisors Inc.
  Denver, CO
• 02/2022 → 12/2023
  Instawork
  Denver, CO
• 02/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2024 → Present
  Joyful Wealth Planning
  Sturbridge, MA
• 01/2024 → 02/2024
  Cetera Advisor Networks
  El Segundo, CA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-08 → 2022-04-05
  Mercer Global Advisors Inc.
  Denver, CO
• 2018-11-08 → 2019-07-31
  John Hancock Investment Management Llc
  Boston, MA
  Boston, MA
• 2017-09-27 → 2018-11-08
  Manulife Investment Management (Us) Llc
  Boston, MA
  Boston, MA

Other Businesses

1. NAME OF OTHER BUSINESS: JOYFUL WEALTH PLANNING; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 03/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: DBA FORFINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: PROSAPIENT, ALPHASSENSE, ALPHASIGHTS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SURVEYS AND QUESTIONNAIRES; START DATE: 8/2026; POSITION/TITLE/RELATIONSHIP: PARTICIPANT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ANSWERING SURVEYS AND FINANCIAL SERVICES QUESTIONS FROM INDUSTRY RESOURCES AND BUSINESS;

Exams

• S66 Uniform Combined State Law Examination
  2024-03-22
• S63 Uniform Securities Agent State Law Examination
  2016-08-09
• S63 Uniform Securities Agent State Law Examination
  2016-08-09