Unclaimed
Brian Paul Maregni is an investment advisor representative at John Hancock Investment Management LLC, with over 20 years of experience in the financial services industry. Brian has a strong background in investment management, having previously worked for Putnam Retail Management Limited Partnership. Brian holds Series 6, 7, 63, and 65 licenses, and is registered in Connecticut, Massachusetts, and Rhode Island. Brian is committed to providing his clients with personalized financial advice and investment solutions that meet their unique needs.
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 (NORFOLK MA)
MA
05/09/2003 - 06/22/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 03/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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