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Isaac Persaud Sham

John Hancock Investment Management LLC

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About Isaac Persaud Sham

Isaac Persaud Sham is an Investment Advisor Representative with John Hancock Investment Management LLC in BOSTON, Massachusetts. Isaac has been working in the financial services industry since December 24, 2003. Isaac has passed the Series 6, 7, 24, 26, 63, and 65 exams. Isaac was previously registered with WELLS FARGO FUNDS DISTRIBUTOR, LLC, EVERGREEN INVESTMENT SERVICES, INC., and STATE STREET GLOBAL MARKETS, LLC.

Firm Information

Isaac Sham is currently registered with John Hancock Investment Management LLC. John Hancock Investment Management LLC is a Boston, MA-based investment advisor with $189,588,843,467 in regulatory assets under management. They advise individuals, investment companies, and proprietary accounts in model portfolios, with a total of 28,802 accounts. They offer portfolio management services and participate in wrap fee programs.
John Hancock Investment Management LLC

200 BERKELEY ST.

BOSTON, MA 02116-5022

$189.59B

Assets Under Management

1

Total Clients

169

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Isaac Sham’s Registration & Firm History

MA

11/08/2018 - Present

John Hancock Investment Management LLC (BOSTON MA)

MA

01/04/2010 - 06/17/2014

WELLS FARGO FUNDS DISTRIBUTOR, LLC (BOSTON MA)

MA

04/12/2006 - 01/04/2010

EVERGREEN INVESTMENT SERVICES, INC. (BOSTON MA)

MA

08/05/2003 - 11/28/2005

STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 12/22/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/13/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/06/2009

Series 24 - General Securities Principal Examination

BC

Issued 09/17/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2009

Series 7 - General Securities Representative Examination

BC

Issued 08/04/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Isaac Persaud Sham.
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