Yolanda H. Degrange

JOHN HANCOCK PERSONAL FINANCIAL SERVICES

Hanover, MD

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CRD#: 5376293

Professional summary

Yolanda Hyacinth Degrange, CFP® is a registered financial advisor currently at JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC located in Hanover, Maryland and JOHN HANCOCK DISTRIBUTORS LLC located in Boston, Massachusetts.

Yolanda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Yolanda has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

a.OBA Name: NJBEAUTY & PRODUCTION, LLC b.Investment-related? No c.OBA Address: 9351 54th Ave., Hyattsville, MD, 20737 d.OBA Nature: Make-up e.Position, Title, or Relationship with the OBA: Registered Agent. f.OBA Start Date: 05/03/2023 g.Approximate number of hours/month devoted to the OBA: 0 h.Number of hours devoted to the OBA during securities trading hours: 0 i.Brief description duties related to the OBA: No affiliation with the day-to-day business. Serves as a Registered Agenet to receive communication in the event of a legal communication is sent out.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yolanda Hyacinth Degrange's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

October 25, 2019 - Present

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

RIA

CRD#: 174433

Hanover, MD

Current

August 29, 2019 - Present

JOHN HANCOCK DISTRIBUTORS LLC

Office #1: 200 Berkeley Street, Boston, MA 02116

CRD#: 5249

Boston, MA

Past

June 5, 2014 - August 19, 2019

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA

CRD#: 107319

LAUREL, MD

Past

November 26, 2012 - August 19, 2019

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

HARRISON, NY

Past

March 24, 2008 - November 13, 2012

EDWARD JONES

RIA

CRD#: 250

ST. LOUIS, MO

Past

November 19, 2007 - November 13, 2012

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

CRD#: 174433 / SEC#: 801-80927

RIA

Registered Investment Advisory firm - (2/13/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(6/18/2024)

District of Columbia
(9/26/2022)

Georgia
(9/26/2022)

Maryland
(8/29/2019)

IAR

Maryland
(10/25/2019)

Massachusetts
(8/29/2019)

IAR

Massachusetts
(10/31/2019)

New Jersey
(9/26/2022)

New York
(6/18/2024)

North Carolina
(6/18/2024)

Ohio
(6/18/2024)

Pennsylvania
(9/26/2022)

Texas
(6/18/2024)

Virginia
(1/7/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/20/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/16/2007

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

CRD#: 174433 / SEC#: 801-80927

RIA

Registered Investment Advisory firm - (2/13/2015 Approved)

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Contact information

Main Address

200 Berkeley Street, Boston, MA 02116

Mailing Address

Phone number

(617) 572-0109

Established

Firm type

Fiscal year end

# of Employees

163

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JOHN HANCOCK PERSONALIZED RETIREMENT ADVICE (3/28/2025)

JOHN HANCOCK MANAGED IRA (3/28/2025)

MANULIFE JOHN HANCOCK PRIVATE WEALTH (3/28/2025)

JH ADVICE FINANCIAL PLANNING (3/28/2025)

MYPORTFOLIO (3/28/2025)

Regulatory assets under management

Total Number of Accounts	32,545
AUM (Assets Under Management)	$ 1,975,740,842

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/21/2025	Cover Page	Report
04/22/2024	Cover Page	Report
01/25/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Yolanda H. Degrange

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yolanda Hyacinth Degrange's CRS (Customer Relationship Summary).

Certified licenses

Experience

JOHN HANCOCK DISTRIBUTORS LLC

TRANSAMERICA RETIREMENT ADVISORS, LLC

TRANSAMERICA INVESTORS SECURITIES, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/20/2008

SIE

Date: 10/1/2018

Series 7

Date: 11/16/2007

FINRA

Current Firm

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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