Anna
Slater

John Hancock Advisers, LLC

CRD#6526432
Investment Advisor
in Tempe, AZ

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About this Advisor

Anna Slater is an advisor who is based in Tempe, Arizona. Currently a registered advisor at John Hancock Advisers, LLC, they have accumulated 10 years of experience in the financial advisory industry. Slater holds Series 63 and Series 66 licenses, which designate the advisor as a securities broker. Slater can advise customers based out of Arizona and Massachusetts. Over the course of their career, Slater has held roles at The Vanguard Group, Inc, Gitenstein & Assadi Public Relations, Coffee Plantation, Grupo Financiero Actinver, Geodis Supply Chain Optimisation, Estrategia Y Evaluaciones Outsourcing Sa De Cv, Chrysler De Mexico, Tecnologico De Monterrey, Colegio Mixcoac Ac, Northern Trust Bank, Northern Trust Securities, Inc, John Hancock Funds, Inc and John Hancock. John Hancock Advisers, LLC is headquartered in Tempe, Arizona. In total, John Hancock Advisers, LLC oversees $183 billion in assets covering 756 accounts and retains more than 376 people. The firm's total assets under management makes it one of the largest firms in the nation. The firm manages 750 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the advisor firm's 756 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. John Hancock Advisers, LLC can provide portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for pooled investment vehicles. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

1230 West Washington Street
Tempe, AZ 85281

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John Hancock Advisers, LLC Brokerage Details

Total Assets Under Management

$183,448,471,241

AZ Average: $16,012,751,954
Total Number of Employees

376

AZ Average: 118
Total Number of Accounts

756

AZ Average: 4,567
Average Account Size

$242,656,708

AZ Average: $3,506,186

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Anna Slater Work History

Anna has 11 years of experience.

2019 - Present (1 year)

John Hancock Funds, Inc

2019 - Present (1 year)

John Hancock

2017 - 2019 (2 years)

Northern Trust Securities, Inc

2016 - 2019 (3 years)

Northern Trust Bank

2015 - 2016 (1 year)

The Vanguard Group, Inc

2015 - 2015 (< 1 year)

Gitenstein & Assadi Public Relations

2015 - 2015 (< 1 year)

Coffee Plantation

2014 - 2014 (< 1 year)

Grupo Financiero Actinver

2013 - 2013 (< 1 year)

Geodis Supply Chain Optimisation

2012 - 2012 (< 1 year)

Estrategia Y Evaluaciones Outsourcing Sa De Cv

2012 - 2013 (1 year)

Colegio Mixcoac Ac

2011 - 2011 (< 1 year)

Chrysler De Mexico

2009 - 2014 (5 years)

Tecnologico De Monterrey

Disclosures

Anna Slater has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at John Hancock Investment Management, LLC

Isaac Sham
Boston, MA
David Harris
Tempe, AZ
Brad Begin
Boston, MA
Ryan Ulrich
Boston, MA
Robert Labadini
Boston, MA
Daniel Moyer
Tempe, AZ
Andrew Chipman
Tempe, AZ
Anna Slater
Tempe, AZ

This content was compiled from the SEC and FINRA.

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