Joel Berry (CRD# 6875358) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 6 years of experience in the finance industry.
CRD# 4672511
Amundi Asset Management Us, Inc.
CRD# 4831929
Fidelity Personal And Workplace Advisors
CRD# 6224921
Amundi Asset Management Us, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John Hancock | Boston, MA | Mar 2020 - Current | 4 |
| John Hancock Investment Management Distributors LLC | Boston, MA | Mar 2020 - Current | 4 |
| Nylife Securities LLC | Waltham, MA | Jan 2018 - Feb 2020 | 2 |
| New York Life Insurance Company | Waltham, MA | Oct 2017 - Feb 2020 | 2 |
| Ira Subaru | Danvers, MA | Nov 2015 - Sep 2017 | 1 |
| Wegotsoccer | Foxborough, MA | Nov 2012 - Oct 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2018 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- 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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