Yolanda
Degrange
John Hancock Personal Financial Services, LLC
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About this Advisor
Yolanda Degrange is a financial advisor based in Boston, Massachusetts, working with John Hancock Personal Financial Services, LLC. Yolanda has previously held positions at Diversified, Diversified Investors Securities Corp, John Hancock Distributors LLC, and John Hancock. Yolanda has passed the Series 66 regulatory exam and is registered to provide services in Maryland and Massachusetts. Currently, Yolanda 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.
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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
Yolanda Degrange Work History
John Hancock Distributors LLC
John Hancock
Diversified
Diversified Investors Securities Corp
Disclosures
Please visit the SEC profile of Yolanda Degrange 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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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.
