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Melanie Dunn Hartenfels

John Hancock Investment Management LLC

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About Melanie Dunn Hartenfels

Melanie Dunn Hartenfels is a financial advisor with John Hancock Investment Management LLC. Melanie has been in the financial services industry since 2003. Melanie has a Series 7 and Series 66 license and is a Certified Financial Planner. Melanie has worked with a variety of firms over the years, including UBS Financial Services Inc., Capital Brokerage Corporation, Jackson National Life Distributors LLC, Lincoln Financial Distributors, Inc., Invesco Distributors, Inc., Waddell & Reed, and Ivy Distributors, Inc. Melanie is currently registered with the state of California and Massachusetts.

Firm Information

Melanie Hartenfels is currently registered with John Hancock Investment Management LLC. John Hancock Investment Management LLC is a Boston, MA-based investment advisor with $189,588,843,467 in regulatory assets under management. They advise individuals, investment companies, and proprietary accounts in model portfolios, with a total of 28,802 accounts. They offer portfolio management services and participate in wrap fee programs.
John Hancock Investment Management LLC

200 BERKELEY ST.

BOSTON, MA 02116-5022

$189.59B

Assets Under Management

1

Total Clients

169

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Melanie Hartenfels’s Registration & Firm History

CA

08/18/2020 - Present

John Hancock Investment Management LLC (Berkeley CA)

KS

07/19/2019 - 07/01/2020

IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)

KS

07/19/2019 - 07/01/2020

WADDELL & REED (OVERLAND PARK KS)

TX

06/13/2018 - 05/31/2019

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

PA

03/21/2017 - 05/29/2018

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

CO

04/12/2011 - 03/16/2017

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

VA

09/21/2009 - 01/21/2011

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

NJ

05/13/2003 - 09/02/2009

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 08/08/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melanie Dunn Hartenfels.
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