Courtney Swan (CRD# 6436321) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 9 years of experience in the finance industry.
CRD# 4927658
Claro Advisors, LLC
CRD# 4999983
Fidelity Personal And Workplace Advisors
CRD# 4999910
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John Hancock Distributors LLC | Boston, MA | Jun 2019 - Current | 4 |
| John Hancock | Boston, MA | Jun 2019 - Current | 4 |
| John Hancock Funds, LLC | Boston, MA | Jun 2017 - Jun 2019 | 2 |
| John Hancock | Boston, MA | Jun 2017 - Jun 2019 | 2 |
| John Hancock Distributors LLC | Boston, MA | Jan 2015 - Jun 2017 | 2 |
| John Hancock/jhpfs | Boston, MA | May 2014 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- MA
-
Total Assets Under Management1,852MILLIONS
-
Total Number of Accounts27,727ACCOUNTS
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Average Account Value$66,777
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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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