Unclaimed
Jonathan Lawrance is a registered investment advisor representative with John Hancock Investment Management LLC. Jonathan has been in the industry since June 2010. Jonathan is licensed to provide investment advice in multiple states including Connecticut, Maine, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, and West Virginia.
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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2
MA
11/08/2018 - Present
John Hancock Investment Management LLC (BOSTON MA)
NY
09/08/2011 - 04/10/2013
WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)
BC
Issued 07/24/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/25/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/07/2011
Series 56 - Proprietary Trader Qualification Examination
Active
Inactive
F
FINRA
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