Scott Ward (CRD# 2921707) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Medway, MA and has over 25 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Personal Financial Services LLC | Boston, MA | Jan 2020 - Current | 4 |
| John Hancock Distributors LLC | Chester Sprins, PA | Feb 2009 - Current | 15 |
| John Hancock | Franklin, MA | Feb 2009 - Current | 15 |
| Manulife Asset Management (us) LLC | Boston, MA | Dec 2012 - Jan 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1999 |
| S66 | NASAA Uniform Combined State Law Examination | May 2007 |
- 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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