Paul
Guglielmo
John Hancock Personal Financial Services, LLC
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About this Advisor
Paul Guglielmo is a financial advisor based in Boston, Massachusetts, working with John Hancock Personal Financial Services, LLC. Paul has previously held positions at Wealth Impact Partners, Mercer Marketplace, Ameriprise Financial, Inc, Southern New Hampshire University, Valmark Advisers, Inc, Valmark Securities, Inc, John Hancock Distributors LLC, and John Hancock. Paul has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Paul 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
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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
Paul Guglielmo Work History
John Hancock Distributors LLC
John Hancock
Valmark Advisers, Inc
Valmark Securities, Inc
Wealth Impact Partners
Mercer Marketplace
Ameriprise Financial, Inc
Southern New Hampshire University
Disclosures
Please visit the SEC profile of Paul Guglielmo 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
Miami, FL
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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