Sage Englund (CRD# 7659833) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has 1 year 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 Investment Management Distributors LLC | Boston, MA | Nov 2022 - Current | 1 |
| John Hancock | Boston, MA | Oct 2022 - Current | 1 |
| The Chanler At Cliff Walk | Newport, RI | May 2021 - Aug 2022 | 1 |
| Salve Regina University | Newport, RI | Sep 2020 - May 2021 | < 1 |
| Unemployed Full Time Student | Newport, RI | Aug 2019 - Sep 2020 | 1 |
| Ocean Cliff Hotel | Newport, RI | May 2019 - Aug 2019 | < 1 |
| Student / Unemployed | Phoenix, AZ | Sep 2011 - May 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
| S63 | Uniform Securities State Law Examination | Mar 2023 |
- MA
-
Total Assets Under Management1,852MILLIONS
-
Total Number of Accounts27,727ACCOUNTS
-
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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