Unclaimed
Robert Tonelli is a financial professional with over 10 years of experience in the securities industry. Robert is currently registered with John Hancock Distributors LLC in Boston, Massachusetts. Robert holds Series 6, 7, and 63 licenses, as well as the Securities Industry Essentials (SIE) exam. Robert specializes in providing investment advice and products to individuals and families.
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.
1
2
MA
11/11/2009 - Present
John Hancock Distributors LLC (BOSTON MA)
BC
Issued 11/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Tonelli is the right advisor for you? Invested Better is here to help.