Maria
Wilczewski

John Hancock Personal Financial Services, LLC

CRD#5280234
Investment Advisor
in Boston, MA

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About this Advisor

Maria Wilczewski is a financial advisor based in Boston, Massachusetts, working with John Hancock Personal Financial Services, LLC. Maria has previously held positions at Bank Of America, N.A, John Hancock, and John Hancock Distributors LLC. Maria has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and Michigan. Currently, Maria is part of John Hancock Personal Financial Services, LLC, which operates out of Boston, 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

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

200 Berkeley Street
Boston, MA 02116

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John Hancock Personal Financial Services, LLC Brokerage Details

Total Assets Under Management

$1,851,515,819

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

149

MA Average: 118
Total Number of Accounts

27,727

MA Average: 4,567
Average Account Size

$66,777

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Maria Wilczewski Work History

2019 - Present (5 years)

John Hancock

2019 - Present (5 years)

John Hancock Distributors LLC

2012 - 2019 (7 years)

Bank Of America, N.A

Disclosures

Please visit the SEC profile of Maria Wilczewski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at John Hancock Personal Financial Services, LLC

Alberto Munoz
Miami, FL
Thomas Wironen
Boston, MA
Wesley Collard
Boston, MA
Carl Farnham
Boston, MA
Courtney Swan
Boston, MA
Steven Benzing
Boston, MA
Ellen Darling
Boston, MA
Michael Langone
Boston, MA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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