Unclaimed
Stephen Gregory Davos is an investment advisor representative with John Hancock Investment Management LLC. Stephen has been in the industry since August 20, 2006 and is registered in Indiana and Massachusetts. Stephen has previously worked at JOHN HANCOCK DISTRIBUTORS LLC and EATON VANCE DISTRIBUTORS, INC.. Stephen has passed the Series 6, 7, 63, 66 and SIE exams. Stephen provides portfolio management for individuals and investment companies.
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
MA
11/08/2018 - Present
John Hancock Investment Management LLC (BOSTON MA)
MA
04/11/2012 - 12/31/2012
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
08/10/2006 - 06/27/2007
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 12/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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