Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lane Stephens is a Boston-based financial professional with over two decades of experience in the industry. Michael has held positions at Fidelity Brokerage Services, Inc. and Fidelity Investments Institutional Services Company, Inc. Michael is currently registered with John Hancock Investment Management Distributors LLC in Boston, Massachusetts.
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.
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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2
MA
07/07/2011 - Present
John Hancock Investment Management Distributors LLC (BOSTON MA)
RI
02/04/2000 - 12/14/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
02/22/1994 - 02/01/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 03/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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