Stephen
Schuman
John Hancock Personal Financial Services, LLC
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About this Advisor
Stephen Schuman is a financial advisor based in Boston, Massachusetts, working with John Hancock Personal Financial Services, LLC. Stephen has previously held positions at John Hancock Funds, LLC, John Hancock Advisors, LLC, Mfc Global Us, LLC, John Hancock Distributors LLC, John Hancock, Rewind, and Manulife Asset Management (Us) LLC. Stephen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Stephen 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
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
Stephen Schuman Work History
Manulife Asset Management (Us) LLC
John Hancock Distributors LLC
John Hancock Funds, LLC
John Hancock Advisors, LLC
Mfc Global Us, LLC
John Hancock
Rewind
Disclosures
Please visit the SEC profile of Stephen Schuman 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
Boston, MA
Boston, MA
Miami, FL
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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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