Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Davis is a financial advisor with John Hancock Investment Management LLC. Jonathan has been in the industry since 2014 and has a Series 7, Series 66, and SIE license. Jonathan has a strong track record of providing investment advice to individuals and institutions. Jonathan is registered to provide investment advice in Arizona, Illinois, Indiana, Iowa, Kentucky, Massachusetts, Michigan, Minnesota, North Dakota, Ohio, South Dakota, and Wisconsin.
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)
ME
01/02/2015 - 05/07/2015
METLIFE SECURITIES INC. (BANGOR ME)
ME
08/18/2014 - 01/02/2015
NEW ENGLAND SECURITIES (BANGOR ME)
BOTH
Issued 09/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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