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Robert Patrick Stelben

John Hancock Investment Management Distributors LLC

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About Robert Patrick Stelben

Robert Stelben is a financial advisor with over 15 years of experience in the industry. Robert currently works at John Hancock Investment Management Distributors LLC. Robert has held previous positions at FORESIDE FINANCIAL SERVICES, LLC, CBIS FINANCIAL SERVICES, INC., EQUICO SECURITIES, INC. and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Robert has passed the Series 6, 7, 26 and 63 exams and is a registered representative with FINRA.

Firm Information

Robert Stelben is currently registered with John Hancock Investment Management Distributors LLC. John Hancock Investment Management Distributors LLC is a Limited Liability Company formed in February 2002. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

57

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.

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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Robert Stelben’s Registration & Firm History

MA

09/04/2024 - Present

John Hancock Investment Management Distributors LLC (BOSTON MA)

NY

01/03/2022 - 03/25/2022

FORESIDE FINANCIAL SERVICES, LLC (New York NY)

NY

09/07/2007 - 12/31/2021

CBIS FINANCIAL SERVICES, INC. (NEW YORK NY)

NY

04/28/2006 - 05/03/2007

CBIS FINANCIAL SERVICES, INC. (NEW YORK NY)

NY

09/07/1994 - 03/22/1995

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

09/07/1994 - 03/22/1995

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/25/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/05/1994

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2006

Series 7 - General Securities Representative Examination

BC

Issued 09/06/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Patrick Stelben.
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