Best Investors Account Sign in
Current Employers
John Hancock Personal Financial Services, Llc

200 Berkeley Street, Boston, MA 02116 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-10-29
  • MA RA
    APPROVED
    Since 2024-10-29

Branch Locations

220 Laurier Ave West Ste 1100, Ottawa, On K1P 5Z9 • Canada

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
Echelon Partners Usa Inc. Ottawa 09/2023 10/2024
Echelon Wealth Partners Inc. Ottawa 08/2012 10/2024
John Hancock Personal Financial Services Llc Boston MA 10/2024 Present
Manulife Wealth Inc. Ottawa 10/2024 Present
  • 09/2023 → 10/2024
    Echelon Partners Usa Inc.
    Ottawa
  • 08/2012 → 10/2024
    Echelon Wealth Partners Inc.
    Ottawa
  • 10/2024 → Present
    Boston, MA
  • 10/2024 → Present
    Manulife Wealth Inc.
    Ottawa
Previous Registrations
Other Businesses

Owner, 5 residential apartment building 143 Elgin St Arnprior On K7S 1N8 owned 6 years May 2018 Zero work during trading hours I have a property manager

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-17
  • S65 Uniform Investment Adviser Law Examination
    2023-11-17

View on SEC IAPD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor