Unclaimed
Jeffrey Lincoln Farnell is a financial advisor registered with John Hancock Distributors LLC. Jeffrey has been in the industry since August 1, 1999, and has experience with both financial planning and investment advice. Jeffrey is licensed in multiple states including Arizona, Arkansas, Colorado, Iowa, Kansas, Louisiana, Massachusetts, Missouri, Nebraska, New Mexico, North Dakota, Oklahoma, South Dakota, Texas, Utah, and Wyoming.
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.
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.
1
2
MA
01/17/2017 - Present
John Hancock Distributors LLC (BOSTON MA)
MA
05/22/2009 - 11/28/2016
VOYA FINANCIAL PARTNERS, LLC (BRAINTREE MA)
RI
03/12/2003 - 12/11/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
01/14/2002 - 03/03/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
RI
01/09/2001 - 09/14/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
07/24/1998 - 12/04/2000
PUTNAM RETAIL MANAGEMENT, INC. (BOSTON MA)
BC
Issued 03/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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