Matthew Beebe (CRD# 6704984) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Scottsdale, AZ and has over 6 years of experience in the finance industry.
CRD# 4607086
Suttle Crossland Wealth Advisors, LLC
CRD# 4091287
Dynamic Wealth Partners, LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John Hancock | Boston, MA | Jan 2022 - Current | < 1 |
| John Hancock Distributors LLC | Boston, MA | Jan 2022 - Current | < 1 |
| John Hancock Advisers, LLC | Boston, MA | Nov 2018 - Jan 2022 | 3 |
| Manulife Asset Management (u.s.), LLC | Boston, MA | May 2018 - Jan 2022 | 3 |
| John Hancock | Tempe, AZ | Apr 2018 - Jan 2022 | 3 |
| John Hancock Funds, LLC | Boston, MA | Apr 2018 - Jan 2022 | 3 |
| John Hancock Distributors LLC | Atlanta, GA | Sep 2016 - Apr 2018 | 1 |
| John Hancock Retirement Plan Services | Atlanta, GA | Jun 2016 - Apr 2018 | 1 |
| University Of Georgia | Athens, GA | Aug 2012 - May 2016 | 3 |
| Lifetime Fitness - The Healthy Way Of Life Company | Lawrenceville, GA | Jul 2010 - Jul 2013 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2016 |
| S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- AZ
- MA
-
Total Assets Under Management2,173MILLIONS
-
Total Number of Accounts23,843ACCOUNTS
-
Average Account Value$91,123
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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