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William Edward Leary

John Hancock Investment Management LLC

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About William Edward Leary

William Edward Leary is a financial advisor registered with John Hancock Investment Management LLC. William Edward Leary has 7 years of experience in the financial services industry. William Edward Leary is licensed to offer investment advice in Georgia and Massachusetts and securities advice in 23 states and territories. William Edward Leary has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the General Securities Representative Examination, the Securities Industry Essentials Examination, and the Investment Company Products/Variable Contracts Representative Examination.

Firm Information

William Leary 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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William Leary’s Registration & Firm History

MA

02/22/2019 - Present

John Hancock Investment Management LLC (BOSTON MA)

MA

06/08/2016 - 02/01/2019

PRUCO SECURITIES, LLC. (NEEDHAM MA)

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Licenses & Designations

IA

Issued 11/16/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/02/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/08/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Edward Leary.
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