Judy Stevenson
Regional Vice President, John Hancock Investments
- Role
- Regional Vice President at John Hancock
- Location
- Deerfield Beach, FL, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Regional Vice President
May 2010 — Present
Wholesaler of Mutual Funds, SMA, 529, UCITS and DCIO to Wire Houses in South Florida and Puerto Rico
Skills
- Wealth Management
- Financial Advisory
- Strategic Financial Planning
- Series 63
- Investments
- Investment Advisory
- 401k
- Sma
- Retirement Planning
- Alternative Investments
- Series 7
- Mutual Funds
- Securities
- Series 66
- Series 6
- Separately Managed Accounts
- Asset Management
- Asset Allocation
- Variable Annuities
- Life, Health and Variable Annuity Licenced
- Iras
- Investment Strategies
- Series 24
- Fixed Annuities
- Retirement
- 529 Plans
- Finra
- 401k Dcio
- Series 65
- Uniform Combined State Law
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