Joseph
Luiz
John Hancock Personal Financial Services, LLC
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About this Advisor
Joseph Luiz is a financial advisor based in Westwood, Massachusetts, working with John Hancock Personal Financial Services, LLC. Joseph has previously held positions at Citizens Investment Services Corp, John Hancock Distributors LLC, Citizens Securities, Inc, and John Hancock. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Joseph is part of John Hancock Personal Financial Services, LLC, which operates out of Westwood, Massachusetts. The firm has 149 employees and manages assets totaling $1.9 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at John Hancock Personal Financial Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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John Hancock Personal Financial Services, LLC Brokerage Details
$1,851,515,819
149
27,727
$66,777
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Joseph Luiz Work History
John Hancock Distributors LLC
John Hancock
Citizens Securities, Inc
Citizens Investment Services Corp
Disclosures
Please visit the SEC profile of Joseph Luiz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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