Ronald Bezis is a registered investment advisor, based in Boston, MA, with 19 years of industry experience.
Location
200 Berkeley St., Boston, MA, 02116-5022
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
John Hancock Distributors LLCBroker
January 2022 - Present · 4 yrs 4 mos
John Hancock Investment Management LLC
December 2021 - Present · 4 yrs 5 mos
John Hancock Investment Management Distributors LLC
December 2021 - Present · 4 yrs 5 mos
John Hancock Investment Management Distributors LLCBroker
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Equitable Advisors, LLC
October 2020 - December 2021 · 1 yr 2 mos
Equitable Advisors, LLCBroker
October 2020 - December 2021 · 1 yr 2 mos
Wells Fargo Funds Management, LLC
January 2017 - February 2020 · 3 yrs 1 mo
Wells Fargo Funds Distributor, LLCBroker
January 2010 - February 2020 · 10 yrs 1 mo
Wells Fargo Funds Management, LLC
January 2010 - December 2014 · 4 yrs 11 mos
Evergreen Investment Management CO
May 2009 - January 2010 · 8 mos
Evergreen Investment Services, INC.Broker
December 2007 - January 2010 · 2 yrs 1 mo
Amerivest Investment Management, LLC
July 2006 - December 2007 · 1 yr 5 mos
TD Ameritrade, INC.Broker
July 2006 - December 2007 · 1 yr 5 mos
Morgan Stanley
October 2005 - May 2006 · 7 mos
Morgan Stanley Dw INC.Broker
October 2005 - May 2006 · 7 mos
State Registrations52 states
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Exams
No exam information available for this advisor.