Matthew BeebeCRD 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.
Suttle Crossland Wealth Advisors, LLC
Dynamic Wealth Partners, LLC
|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|
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.