Unclaimed
Daniel McAtamney is a registered investment advisor with John Hancock Investment Management LLC. Daniel has been working in the financial services industry since 2019. Daniel has passed the Series 63, Series 65, Series 66 and Series 7TO exams. Daniel is registered with the state of Massachusetts and Arizona. John Hancock Investment Management LLC provides investment advisory services to individuals and investment companies. The firm has approximately $189.6 billion in regulatory assets under management.
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
03/13/2024 - Present
John Hancock Investment Management LLC (BOSTON MA)
BOTH
Issued 03/05/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/23/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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