Unclaimed
Steven Millhouse is a registered investment advisor representative with John Hancock Investment Management LLC. Steven has been in the securities industry since 2012 and holds the Series 66, Series 7 and SIE licenses. Steven has experience with PNC Investments and Merrill Lynch, Pierce, Fenner & Smith Incorporated in addition to John Hancock.
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.
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2
MA
11/08/2018 - Present
John Hancock Investment Management LLC (BOSTON MA)
MA
08/13/2019 - 11/14/2023
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
PA
03/28/2013 - 08/07/2015
PNC INVESTMENTS (PITTSBURGH PA)
PA
08/15/2012 - 01/10/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
BOTH
Issued 09/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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