Paul
Guglielmo
John Hancock Personal Financial Services, LLC
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About this Advisor
Paul Guglielmo is a financial advisor who works in Boston, Massachusetts who has 4 years of industry experience. Guglielmo is an employee of John Hancock Personal Financial Services, LLC. Throughout their career, Guglielmo has worked 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. Guglielmo holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to operate in Massachusetts. John Hancock Personal Financial Services, LLC is a financial advisory company operating out of Boston, MA. It administers $2 billion in assets across its 26,018 client accounts, placing it among the biggest firms in the country by assets under management. Of its 26,018 accounts, just 1% belong to high-net-worth individuals who have at least $1 million in assets. John Hancock Personal Financial Services, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial advisory services usually depend on the type of financial services. Fee types charged by John Hancock Personal Financial Services, LLC can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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John Hancock Personal Financial Services, LLC Brokerage Details
$1,820,193,718
166
26,018
$69,959
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Paul Guglielmo Work History
Paul has been registered as a financial advisor for 4 years.*
John Hancock Distributors LLC
John Hancock
Valmark Advisers, Inc
Valmark Securities, Inc
Wealth Impact Partners
Mercer Marketplace
Ameriprise Financial, Inc
Southern New Hampshire University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Newtown, PA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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