Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmen? Claim Your ProfileCarmen Valentin-hess is a financial advisor registered with John Hancock Distributors LLC in Boston, Massachusetts. Carmen has been in the financial industry since 1998 and has held previous positions with GWFS Equities, Inc., Putnam Retail Management Limited Partnership, Aetna Investment Services, Inc., and Aetna Life Insurance and Annuity Company. Carmen holds Series 6, 7, and 63 licenses, as well as the Securities Industry Essentials (SIE) Examination.
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.
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.
1
2
MA
05/12/2015 - Present
John Hancock Distributors LLC (BOSTON MA)
CO
01/02/2015 - 05/05/2015
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
MA
01/08/2003 - 01/02/2015
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
CT
10/15/1993 - 11/03/1995
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
08/14/1991 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BC
Issued 03/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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