Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Torrisi has over 20 years of experience in the financial services industry. Brian is currently registered with John Hancock Investment Management LLC as an Investment Advisor Representative. Brian has also worked with several other financial institutions, including John Hancock Distributors LLC, John Hancock Funds, LLC, LPM Investment Services, INC, Robo USA Brokerage Services, PFPC Distributors, INC., and Putnam Retail Management Limited Partnership. Brian holds Series 6, 7, 63 and 66 licenses, as well as the SIE designation. Brian is registered in 49 states plus the District of Columbia and Puerto Rico.
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.
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2
MA
11/08/2018 - Present
John Hancock Investment Management LLC (BOSTON MA)
MA
04/17/2012 - 06/27/2024
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
10/16/2008 - 08/01/2017
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
FL
08/24/2004 - 04/24/2006
LPM INVESTMENT SERVICES, INC (PALM BEACH FL)
MA
10/17/2002 - 04/05/2004
ROBECO USA BROKERAGE SERVICES (BOSTON MA)
ME
01/15/2002 - 10/16/2002
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
MA
12/03/1996 - 12/10/2001
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BOTH
Issued 03/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/1996
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 10/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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