Matthew C. Beaulieu

NATIXIS DISTRIBUTION

Boston, MA 02199-8197

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CRD#: 4152545

Professional summary

Matthew Christopher Beaulieu, who also goes by Matt Christopher Beaulieu, Matthew Christopher Beaulieu, is a registered financial professional currently at NATIXIS DISTRIBUTION, LLC located in Boston, Massachusetts.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2000. Matthew has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Matt Christopher Beaulieu | Matthew Christopher Beaulieu

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Matthew Christopher Beaulieu's 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®

None

Experience

Current

September 4, 2024 - Present

NATIXIS DISTRIBUTION, LLC

Office #1: 888 Boylston Street Suite 800, Boston, MA 02199-8197

CRD#: 34754

Boston, MA

Past

July 7, 2021 - August 21, 2024

FRANKLIN DISTRIBUTORS, LLC

CRD#: 109064

SAN MATEO, CA

Past

December 21, 2020 - July 7, 2021

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

CRD#: 332

SAN MATEO, CA

Past

December 21, 2020 - July 7, 2021

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.

CRD#: 13594

SAN MATEO, CA

Past

October 4, 2019 - December 2, 2020

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

HARRISON, NY

Past

June 27, 2016 - October 2, 2019

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.

CRD#: 13594

RANCHO CORDOVA, CA

Past

November 2, 2009 - October 2, 2019

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

CRD#: 332

RANCHO CORDOVA, CA

Past

March 19, 2008 - October 12, 2009

BOFA ADVISORS, LLC

RIA

CRD#: 107900

CARMICHAEL, CA

Past

January 3, 2008 - October 12, 2009

BOFA DISTRIBUTORS, INC.

CRD#: 30683

BOSTON, MA

Past

January 22, 2007 - January 2, 2008

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

August 8, 2005 - January 2, 2008

PRINCIPAL FUNDS DISTRIBUTOR, INC.

CRD#: 43261

DES MOINES, IA

Past

September 6, 2004 - August 10, 2005

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

HARTFORD, CT

Past

March 17, 2000 - November 8, 2000

RFS PARTNERS

CRD#: 18119

DENVER, CO

State Registrations and Notice Filings

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

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

Alaska
(9/4/2024)

Arizona
(9/4/2024)

California
(9/4/2024)

Colorado
(9/4/2024)

Hawaii
(9/4/2024)

Idaho
(9/4/2024)

Illinois
(6/11/2025)

Indiana
(6/11/2025)

Michigan
(6/11/2025)

Minnesota
(6/11/2025)

Montana
(9/4/2024)

Nevada
(9/4/2024)

New Mexico
(9/4/2024)

North Dakota
(9/4/2024)

Oregon
(9/4/2024)

South Dakota
(6/11/2025)

Utah
(9/4/2024)

Washington
(9/4/2024)

Wisconsin
(6/11/2025)

Wyoming
(9/4/2024)

Exams

State Security Law Exam

IAR

Series 66

Date: 3/17/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/20/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/15/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/2/2004

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/13/2019

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

NATIXIS DISTRIBUTION, LLC

CRD#: 34754 / SEC#: , 8-46325

Broker-Dealer Firm Regulated by FINRA (Boston district office)

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Contact information

Main Address

888 Boylston Street Suite 800, Boston, MA 02199-8197

Mailing Address

888 Boylston Street Suite 800, Boston, MA 02199-8197

Phone number

(617) 449-2828

Established

Delaware since 07/23/1993

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
NATIXIS INVESTMENT MANAGERS, LLC	SOLE MEMBER
GIUNTA, DAVID LAWRENCE	PRESIDENT, CHIEF EXECUTIVE OFFICER	2290469
LOUREIRO, ANTHONY DAVID	CHIEF COMPLIANCE OFFICER	2087464
PINASMITH, BEATRIZ ANA	EXECUTIVE VICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER	2220599
ROSH, MARILYN VINTON	SENIOR VICE PRESIDENT, PRINCIPAL OPERATIONS OFFICER	4206001
TOBIN, SUSAN MCWHAN	EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL	4649471

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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Advisor Monitoring

Firm Stability Insights

Matthew C. Beaulieu

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Matthew Christopher Beaulieu's CRS (Customer Relationship Summary).

Certified licenses

Experience

FRANKLIN DISTRIBUTORS, LLC

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.

TRANSAMERICA INVESTORS SECURITIES, LLC

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BOFA ADVISORS, LLC

BOFA DISTRIBUTORS, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL FUNDS DISTRIBUTOR, INC.

HIMCO DISTRIBUTION SERVICES COMPANY

RFS PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 3/17/2008

Series 63

Date: 9/20/2004

SIE

Date: 10/1/2018

Series 7

Date: 2/15/2008

Series 6

Date: 9/2/2004

Series 24

Date: 6/13/2019

FINRA

Current Firm

NATIXIS DISTRIBUTION, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

NATIXIS DISTRIBUTION, LLC

TRUST BUT VERIFY

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