Unclaimed
Connor Diamond is a financial advisor with John Hancock Investment Management LLC, a firm with a focus on providing portfolio management for individuals and investment companies. Connor has been in the industry since 2019 and holds both Series 63 and Series 66 licenses. Connor is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Massachusetts.
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
01/17/2025 - Present
John Hancock Investment Management LLC (Salem MA)
MA
02/28/2019 - 06/15/2022
FIDELITY BROKERAGE SERVICES LLC (CAMBRIDGE MA)
BOTH
Issued 06/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/08/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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