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H Gregory Barrett

John Hancock Distributors LLC

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About H Gregory Barrett

H. Gregory Barrett is a financial professional with over 25 years of experience in the industry. H. Gregory Barrett is currently registered with John Hancock Distributors LLC in BOSTON, Massachusetts. Prior to joining John Hancock Distributors LLC, H. Gregory Barrett was employed by SUN LIFE FINANCIAL DISTRIBUTORS, INC., EVERGREEN INVESTMENT SERVICES, INC., COLUMBIA FUNDS DISTRIBUTOR, INC., KEYPORT FINANCIAL SERVICES CORP., and PUTNAM MUTUAL FUNDS CORP. H. Gregory Barrett holds the Series 6, Series 7, Series 63, and SIE licenses.

Firm Information

H Barrett is currently registered with John Hancock Distributors LLC. John Hancock Distributors LLC is a Limited Liability Company formed on August 1, 2001. The firm is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

218

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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H Barrett’s Registration & Firm History

MA

03/13/2012 - Present

John Hancock Distributors LLC (BOSTON MA)

MA

02/10/2010 - 12/31/2011

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (BOSTON MA)

MA

07/25/2005 - 12/01/2009

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (BOSTON MA)

NC

09/16/2004 - 07/11/2005

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

MA

10/11/1999 - 06/23/2004

COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)

MA

03/21/1999 - 10/08/1999

KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)

MA

06/17/1996 - 03/23/1999

PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)

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Licenses & Designations

BC

Issued 10/29/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2012

Series 7 - General Securities Representative Examination

BC

Issued 06/14/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for H Gregory Barrett.
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