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Randy James Gilbertson

John Hancock Investment Management LLC

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About Randy James Gilbertson

Randy Gilbertson is an investment advisor representative currently registered with John Hancock Investment Management LLC. Randy has been in the industry since 1994 and has experience working with a variety of firms, including Credit Suisse Asset Management Securities, Inc., IDS Life Insurance Company, Ameriprise Financial Services, Inc., TCF Securities, Inc., and Waddell & Reed, Inc. Randy holds both Series 6 and Series 7 licenses, as well as a Series 26 license. Randy is a registered representative in Massachusetts, Minnesota, and Wisconsin.

Firm Information

Randy Gilbertson 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 Gilbertson’s Registration & Firm History

MA

07/08/2019 - Present

John Hancock Investment Management LLC (BOSTON MA)

NY

09/14/2005 - 03/06/2007

CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC. (NEW YORK NY)

MN

11/20/2000 - 08/30/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

06/05/2000 - 08/30/2005

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

08/25/1995 - 07/02/1999

TCF SECURITIES, INC. (MINNEAPOLIS MN)

KS

05/20/1994 - 07/28/1995

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 05/24/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/06/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2000

Series 7 - General Securities Representative Examination

BC

Issued 05/19/1994

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 James Gilbertson.
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