Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Ann Grady is a registered investment advisor representative with John Hancock Investment Management LLC, based in Fairfield, CT. Kelli Ann has been in the securities industry since January 14, 1991. Kelli Ann previously worked at Manulife Wood Logan, Inc. in Stamford, CT. Kelli Ann Grady is also a registered investment advisor representative with John Hancock Distributors LLC, John Hancock Advisers, LLC, and John Hancock Funds, LLC.
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
03/31/2021 - Present
John Hancock Investment Management LLC (BOSTON MA)
CT
01/15/1991 - 01/01/2002
MANULIFE WOOD LOGAN, INC. (STAMFORD CT)
IA
Issued 01/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/14/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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