Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Charles Donnelly is a registered investment advisor representative in the state of Massachusetts, with over 8 years of experience in the financial services industry. Trevor is currently registered with John Hancock Investment Management LLC, and previously worked at NYLIFE Securities LLC.
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
11/08/2018 - Present
John Hancock Investment Management LLC (BOSTON MA)
MA
05/01/2013 - 01/20/2016
NYLIFE SECURITIES LLC (WALTHAM MA)
BOTH
Issued 10/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/30/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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