William Ginter (CRD# 7533984) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Boston, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
John Hancock | Tempe, AZ | Apr 2022 - Current | 2 |
John Hancock Investment Management Distributors LLC | Boston, MA | Apr 2022 - Current | 2 |
Unemployed | Louisville, KY | Jan 2022 - Mar 2022 | < 1 |
Full-time Education | Lexington, KY | Aug 2021 - Jan 2022 | < 1 |
Vacayzen | Santa Rosa Beach, FL | May 2021 - Aug 2021 | < 1 |
Bluegrass Lending Group | Lexington, KY | Jan 2021 - May 2021 | < 1 |
University Of Kentucky | Lexington, KY | Aug 2018 - Dec 2020 | 2 |
Saint Xavier High School | Louisville, KY | Aug 2014 - Jul 2018 | 3 |
Holy Trinity School | Louisville, KY | Jan 2012 - Jul 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- AZ
- MA
-
Total Assets Under Management189,589MILLIONS
-
Total Number of Accounts28,802ACCOUNTS
-
Average Account Value$6,582,489
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
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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