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Julie Ann Koeninger

John Hancock Investment Management Distributors LLC

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About Julie Ann Koeninger

Julie Koeninger is a financial professional with over 23 years of experience in the financial services industry. Julie is currently registered with John Hancock Investment Management Distributors LLC. Prior to her current role, Julie was registered with JOHN HANCOCK DISTRIBUTORS LLC and SIGNATOR INVESTORS, INC.. Julie holds a Series 3, Series 7, Series 63 and Series 7TO license. Julie is registered in 52 states and the District of Columbia.

Firm Information

Julie Koeninger is currently registered with John Hancock Investment Management Distributors LLC. John Hancock Investment Management Distributors LLC is a Limited Liability Company formed in February 2002. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

57

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.

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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Julie Koeninger’s Registration & Firm History

MA

02/28/2020 - Present

John Hancock Investment Management Distributors LLC (BOSTON MA)

MA

08/26/2019 - 12/04/2023

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

MA

12/22/1999 - 08/17/2005

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

06/27/1990 - 12/03/1999

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

06/27/1990 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

NA

10/05/1987 - 08/16/1988

DEAN WITTER REYNOLDS INC.

NA

10/22/1985 - 09/23/1987

CITICORP SECURITIES MARKETS, INC.

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Licenses & Designations

BC

Issued 09/27/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/02/2019

SIE - Securities Industry Essentials Examination

BC

Issued 11/26/1985

Series 3 - National Commodity Futures Examination

BC

Issued 10/19/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Ann Koeninger.
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