Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Shay Fry is an investment advisor representative with John Hancock Investment Management LLC. Charles Shay Fry has been in the industry since 1990. The advisor is registered with FINRA and is registered in the states of Massachusetts, North Carolina, South Carolina and Virginia. Charles Shay Fry is also an Investment Advisor Representative and is currently registered in Massachusetts and North Carolina. Charles Shay Fry's current firm, John Hancock Investment Management LLC, is a large firm with over 200 employees and manages assets of over $189 billion.
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
06/26/2019 - Present
John Hancock Investment Management LLC (BOSTON MA)
NJ
02/07/2012 - 04/29/2014
AXA DISTRIBUTORS, LLC (JERSEY CITY NJ)
VA
02/22/2011 - 09/20/2011
ALLIED BEACON PARTNERS, INC. (RICHMOND VA)
WI
09/03/2009 - 02/22/2011
AMERICAN BEACON PARTNERS, INC. (EAU CLAIRE WI)
NC
04/08/2008 - 09/16/2009
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NC
07/23/2004 - 04/02/2008
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
CT
04/10/1990 - 06/02/2004
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
Issued 02/25/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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