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Terence Bradford Shea

John Hancock Investment Management LLC

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About Terence Bradford Shea

Terence Bradford Shea is a financial advisor with John Hancock Investment Management LLC. Terence has been in the industry since March 28, 1996. Terence is registered with the state of Massachusetts as an Investment Adviser Representative. The advisor has over 25 years of experience in the industry. Before joining John Hancock, Terence was with Columbia Management Distributors, Inc. and Putnam Mutual Funds Corp. Terence has a broad range of experience in the financial services industry, including portfolio management for individuals and investment companies. Terence holds Series 6, 7, 24, 26, 63 and 65 licenses.

Firm Information

Terence Shea 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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Terence Shea’s Registration & Firm History

MA

11/08/2018 - Present

John Hancock Investment Management LLC (BOSTON MA)

MA

07/15/1998 - 03/05/2009

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

02/27/1995 - 07/13/1998

PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)

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Licenses & Designations

IA

Issued 04/25/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/25/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/15/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/13/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/2006

Series 7 - General Securities Representative Examination

BC

Issued 02/24/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terence Bradford Shea.
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