Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sumitra? Claim Your ProfileSumitra Jagadesan is a financial advisor currently registered with John Hancock Investment Management LLC. Sumitra holds a Series 63, 65, 7TO and SIE license. Sumitra is licensed to provide advisory services in several states including Illinois, Indiana, Iowa, Kentucky, Maine, Massachusetts, Michigan, Minnesota, North Dakota, Ohio, Pennsylvania, South Dakota and Wisconsin.
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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MA
01/12/2022 - Present
John Hancock Investment Management LLC (BOSTON MA)
BC
Issued 01/11/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/06/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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