Stephen Campagnone, financial advisor Boston MA

Stephen Campagnone

CRD Number: 6542051
Current Firm: John Hancock Personal Financial Services, LLC

Stephen Campagnone (CRD# 6542051) 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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Company Name Location Dates Years
John Hancock Boston, MA Mar 2021 - Current < 1
John Hancock Distributors LLC Boston, MA Mar 2021 - Current < 1
John Hancock Personal Financial Services, LLC Boston, MA Apr 2018 - Current 3
John Hancock Funds, LLC Boston, MA May 2018 - Mar 2021 2
John Hancock Distributors LLC Boston, MA Nov 2016 - May 2018 1
Northwestern Mutual Investment Services LLC Providence, RI Dec 2015 - Aug 2016 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Sep 2015 - Aug 2016 < 1
Admirals Bank Providence, RI Jun 2015 - Sep 2015 < 1
Citizens Bank Cranston, RI May 2013 - May 2015 2
Nylo Hotel Warwick, RI Feb 2013 - May 2013 < 1
Delaware North Company Providence, RI Nov 2012 - Mar 2013 < 1
Teas And Javas Providence, RI Jul 2012 - Nov 2012 < 1
Omni Hotel At Cnn Center Atlanta, GA Apr 2012 - Jul 2012 < 1
41 North Hotel Newport, RI Feb 2012 - Apr 2012 < 1
Unemployed Cranston, RI Sep 2011 - Feb 2012 < 1
Johnson And Wales University Providence, RI Aug 2008 - Nov 2011 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2018
S63 Uniform Securities State Law Examination Mar 2017
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Stephen J. Campagnone
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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