Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simpson? Claim Your ProfileSimpson Berry is a financial advisor with John Hancock Investment Management LLC, specializing in investments and financial planning. Simpson has a broad range of experience in the financial industry, including working with MML Investors Services, LLC and H20LS Wealth Management Solutions, LLC/MassMutual Life Ins Co. Simpson holds a Series 7TO, Series 63, and Series 65 license and has been in the industry since 2014. Simpson is registered in Alabama, Delaware, District of Columbia, Florida, Georgia, Louisiana, Maryland, Massachusetts, Mississippi, North Carolina, South Carolina, Virginia, and West Virginia.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
12/06/2023 - Present
John Hancock Investment Management LLC (Atlanta GA)
AL
05/09/2022 - 03/07/2023
MML INVESTORS SERVICES, LLC (Birmingham AL)
IA
Issued 08/02/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Simpson Berry is the right advisor for you? Invested Better is here to help.
