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Isabel Arguelles

John Hancock Investment Management LLC

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About Isabel Arguelles

Isabel Arguelles is a financial advisor with John Hancock Investment Management LLC, registered in Massachusetts. Isabel has been active in the industry since 2012 and has passed several industry exams, including the Series 6, 7, 63, 66, and 24 exams. Isabel has been with John Hancock since 2013, and previously worked with Prudential Annuities Distributors, Inc. John Hancock Investment Management LLC provides advisory services to individuals and investment companies and has over 189 billion dollars in assets under management.

Firm Information

Isabel Arguelles 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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Isabel Arguelles’s Registration & Firm History

MA

05/15/2023 - Present

John Hancock Investment Management LLC (BOSTON MA)

CT

02/10/2012 - 06/24/2013

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)

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Licenses & Designations

BOTH

Issued 05/08/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/08/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2015

Series 7 - General Securities Representative Examination

BC

Issued 02/09/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Isabel Arguelles.
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