Caroline Rando, financial advisor Boston MA

Caroline Rando

CRD Number: 6657461
Current Firm: John Hancock Personal Financial Services, LLC

Caroline Rando (CRD# 6657461) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 4 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
John Hancock Boston, MA Feb 2019 - Current 2
John Hancock Funds, Inc. Boston, MA Feb 2019 - Current 2
John Hancock Distributors LLC Boston, MA Jun 2016 - Feb 2019 2
John Hancock Boston, MA May 2016 - Feb 2019 2
Gettysburg College Gettysburg, PA May 2012 - May 2016 4
The Episcopal Academy Newtown Square, PA May 2007 - May 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2016
S65 NASAA Investment Advisors Law Examination Apr 2019
Contact Info for Caroline M. Rando
Phone Number: 617-572-0109
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,892
    MILLIONS
  • Total Number of Accounts
    43,050
    ACCOUNTS
  • Average Account Value
    $43,953
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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