Unclaimed
Mary Cunningham Short is a financial advisor who has been in the industry since 2015. She is currently registered with John Hancock Investment Management LLC and John Hancock Distributors LLC. Mary holds both Series 63 and Series 65 licenses. She is also a Certified Financial Planner (CFP). Mary has experience working with individuals and investment companies and is an ESG Advisory Council Member for CFA Society Los Angeles.
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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CA
08/18/2020 - Present
John Hancock Investment Management LLC (Los Angeles CA)
MA
09/29/2020 - 06/27/2024
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
BC
Issued 11/09/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2020
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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