Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Paul Giddings is a registered investment advisor representative with John Hancock Investment Management LLC. Jeffrey has been in the financial services industry since March 17, 2010. Jeffrey is registered with the state of Massachusetts and holds the Series 66, Series 24 and Series 7 licenses. Jeffrey also has a SIE license. Previously, Jeffrey was registered with WELLS FARGO FUNDS DISTRIBUTOR, LLC from March 8, 2010 to January 3, 2011. Jeffrey specializes in portfolio management for individuals and investment companies. Jeffrey also provides services for proprietary accounts in model portfolios.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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MA
11/08/2018 - Present
John Hancock Investment Management LLC (BOSTON MA)
MA
03/08/2010 - 01/03/2011
WELLS FARGO FUNDS DISTRIBUTOR, LLC (BOSTON MA)
BOTH
Issued 05/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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