Matthew Beebe, financial advisor Scottsdale AZ

Matthew Beebe

CRD Number: 6704984
Current Firm: John Hancock Personal Financial Services, LLC

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.

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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
Contact Info for Matthew R. Beebe
Phone Number: 617-572-0109
Registered State(s):
  • AZ
  • MA
By the Numbers
  • Total Assets Under Management
    2,173
    MILLIONS
  • Total Number of Accounts
    23,843
    ACCOUNTS
  • Average Account Value
    $91,123
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

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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