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Greg Bernard Lindsey

John Hancock Investment Management Distributors LLC

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About Greg Bernard Lindsey

Greg Lindsey is a financial advisor with John Hancock Investment Management Distributors LLC. Greg has been in the financial services industry since April 2003. Greg is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 3, 7 and 63 licenses, as well as the SIE exam. Greg is registered in all states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Firm Information

Greg Lindsey is currently registered with John Hancock Investment Management Distributors LLC. John Hancock Investment Management Distributors LLC is a Limited Liability Company formed in February 2002. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

57

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Greg Lindsey’s Registration & Firm History

MA

11/20/2023 - Present

John Hancock Investment Management Distributors LLC (BOSTON MA)

MA

11/20/2023 - 12/04/2023

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

NY

01/15/2022 - 11/15/2023

MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)

MA

06/19/2019 - 01/15/2022

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

MA

08/09/2013 - 05/28/2019

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

CA

07/02/2007 - 07/09/2013

MBSC SECURITIES CORPORATION (SAN FRANCISCO CA)

CA

12/14/2005 - 07/02/2007

MELLON FUNDS DISTRIBUTOR, L.P. (SAN FRANCISCO CA)

NY

03/01/2004 - 12/31/2005

MBSC, LLC (NEW YORK NY)

NY

02/21/2003 - 03/03/2004

DREYFUS SERVICE CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/17/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/2012

Series 3 - National Commodity Futures Examination

BC

Issued 02/14/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Greg Bernard Lindsey.
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