Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Roland Begin is a registered investment advisor representative with John Hancock Investment Management LLC in Boston, Massachusetts. Brad has been in the industry since December 15, 2000 and is registered with the state of Massachusetts. Brad holds the Series 6, 7, 63, 66 and SIE licenses. Brad has prior experience with John Hancock Funds, LLC, TD Waterhouse Investor Services, Inc., Scudder Distributors, Inc. and Scudder Investor Services, Inc. John Hancock Investment Management LLC manages assets for a variety of client types, including individuals, investment companies and other investment advisors. The firm’s services include portfolio management, investment advisory and research, financial planning, asset allocation, and trading and execution.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
MA
11/08/2018 - Present
John Hancock Investment Management LLC (BOSTON MA)
MA
12/01/2009 - 05/19/2016
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
02/02/2005 - 04/13/2009
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
NE
07/10/2002 - 01/20/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IL
10/19/2001 - 05/09/2002
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NY
10/04/2000 - 10/19/2001
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BOTH
Issued 06/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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