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Leslee Hatch

Clarendon Insurance Agency, Inc.

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About Leslee Hatch

Leslee Hatch has been in the financial industry since 1995. Leslee is currently registered with Clarendon Insurance Agency, Inc. in Waltham, MA, and holds Series 6, 7, 63, and 65 licenses. Leslee has experience working at several firms, including TIAA-CREF, AIG Capital Services, Inc., Sammons Financial Network, LLC, Sun Life Financial Distributors, Inc., John Hancock Distributors LLC, Manulife Wood Logan, Inc., Fidelity Brokerage Services, Inc., and Waddell & Reed, Inc.

Firm Information

Leslee Hatch is currently registered with Clarendon Insurance Agency, Inc.. Clarendon Insurance Agency, Inc. is a Corporation formed in 1968-03-04. They are registered to operate in 50 states and have 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

96

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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Leslee Hatch’s Registration & Firm History

MA

03/10/2020 - Present

Clarendon Insurance Agency, Inc. (WALTHAM MA)

CA

02/16/2016 - 04/04/2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEWPORT BEACH CA)

NJ

02/10/2014 - 01/06/2016

AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)

IA

02/03/2012 - 02/03/2014

SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)

MA

05/28/2009 - 12/13/2011

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

MA

01/01/2002 - 05/15/2009

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

CT

06/30/2000 - 01/01/2002

MANULIFE WOOD LOGAN, INC. (STAMFORD CT)

RI

02/01/1994 - 06/22/2000

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

KS

03/03/1993 - 01/12/1994

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 05/27/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/10/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/04/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/1994

Series 7 - General Securities Representative Examination

BC

Issued 02/10/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leslee Hatch.
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