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Ronald Stephen Bezis

John Hancock Investment Management LLC

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About Ronald Stephen Bezis

Ronald Bezis is a registered representative with John Hancock Investment Management LLC. Ronald Bezis is active in the securities industry and is licensed to provide financial advice in 52 states. Ronald Bezis has been working in the industry since 2006 and has experience with Equitable Advisors, LLC, Wells Fargo Funds Distributor, LLC, Evergreen Investment Services, Inc., TD Ameritrade, Inc., and Morgan Stanley DW Inc. Ronald Bezis specializes in Portfolio Management for individuals and investment companies.

Firm Information

Ronald Bezis 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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Ronald Bezis’s Registration & Firm History

MA

12/23/2021 - Present

John Hancock Investment Management LLC (BOSTON MA)

MA

10/16/2020 - 12/06/2021

EQUITABLE ADVISORS, LLC (WELLESLEY MA)

NC

01/04/2010 - 02/11/2020

WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)

MA

12/07/2007 - 01/04/2010

EVERGREEN INVESTMENT SERVICES, INC. (BOSTON MA)

MA

07/19/2006 - 12/03/2007

TD AMERITRADE, INC. (BURLINGTON MA)

MA

10/21/2005 - 05/25/2006

MORGAN STANLEY DW INC. (DANVERS MA)

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Licenses & Designations

BOTH

Issued 07/14/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/31/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 10/20/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ronald Stephen Bezis.
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