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Randy Alan Schatz

John Hancock Investment Management LLC

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About Randy Alan Schatz

Randy Alan Schatz is a Registered Representative and Investment Advisor Representative with John Hancock Investment Management LLC. Randy has been in the securities industry since 2016 and has held previous positions with J.P. Morgan Securities LLC and Country Capital Management Company. Randy holds the Series 6, 7, 63, and 66 licenses and has been registered in 54 states and the District of Columbia. Randy specializes in portfolio management for individuals and investment companies.

Firm Information

Randy Schatz 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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Randy Schatz’s Registration & Firm History

MA

11/05/2019 - Present

John Hancock Investment Management LLC (BOSTON MA)

AZ

10/28/2016 - 05/08/2019

J.P. MORGAN SECURITIES LLC (CHANDLER AZ)

CO

05/17/2010 - 02/18/2011

COUNTRY CAPITAL MANAGEMENT COMPANY (BROOMFIELD CO)

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Licenses & Designations

BOTH

Issued 10/29/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/25/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/05/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Randy Alan Schatz.
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