Matthew H. Boyle
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Matthew Harry Boyle, CFP® was a registered financial professional .
Matthew is a previously registered financial professional and started their career in finance in 2009. Matthew had worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 28, 2016 - August 17, 2016
SCOTTRADE INVESTMENT MANAGEMENT
September 24, 2015 - August 17, 2016
SCOTTRADE, INC.
June 29, 2012 - September 4, 2015
PNC WEALTH MANAGEMENT LLC
March 6, 2012 - September 4, 2015
PNC WEALTH MANAGEMENT LLC
March 10, 2009 - February 15, 2012
SCOTTRADE, INC.
State Registrations and Notice Filings
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Exams
Current Firm
SCOTTRADE INVESTMENT MANAGEMENT
CRD#: 169988 / SEC#: 801-79217
Contact information
Red Flags
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