Joseph Luiz (CRD# 3187202) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Westwood, MA and has over 22 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John Hancock Distributors LLC | Boston, MA | May 2019 - Current | 4 |
| John Hancock | Boston, MA | Apr 2019 - Current | 5 |
| Citizens Securities, Inc. | Canton, MA | Dec 2014 - Apr 2019 | 4 |
| Citizens Investment Services Corp | Quincy, MA | Dec 2004 - Dec 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2002 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2005 |
- MA
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Total Assets Under Management1,852MILLIONS
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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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