Unclaimed
Kevin Brady is a financial advisor with over 14 years of experience in the financial services industry. Kevin is registered with John Hancock Investment Management LLC, a registered investment advisor. Previously, Kevin was affiliated with John Hancock Distributors LLC and Wells Fargo Funds Distributor, LLC. Kevin's areas of expertise include investment management for individuals and investment companies. Kevin holds Series 66, Series 7, and SIE securities licenses.
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)
MA
02/04/2019 - 06/27/2024
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
03/08/2010 - 05/19/2011
WELLS FARGO FUNDS DISTRIBUTOR, LLC (BOSTON MA)
BOTH
Issued 03/30/2010
Series 66 - Uniform Combined State Law 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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