Matthew R. Beebe
Professional summary
Matthew Ryan Beebe, CIMA®, who also goes by Matt Ryan Beebe, is a registered financial advisor currently at JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC located in Scottsdale, Arizona and JOHN HANCOCK DISTRIBUTORS LLC located in Boston, Massachusetts.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Matthew has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Ryan Beebe's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 30, 2022 - Present
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
January 24, 2022 - Present
JOHN HANCOCK DISTRIBUTORS LLC
Office #1: 200 Berkeley Street, Boston, MA 02116November 8, 2018 - June 9, 2022
JOHN HANCOCK INVESTMENT MANAGEMENT LLC
May 31, 2018 - November 8, 2018
MANULIFE INVESTMENT MANAGEMENT (US) LLC
April 16, 2018 - January 25, 2022
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC
October 6, 2016 - April 17, 2018
JOHN HANCOCK DISTRIBUTORS LLC
Primary Firm SEC Registration
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
CRD#: 174433 / SEC#: 801-80927
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/24/2022)
(3/30/2022)
(9/27/2022)
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(1/24/2022)
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(4/23/2024)
(6/9/2022)
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(4/23/2024)
(9/27/2022)
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Exams
FINRA
Current Firm
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
CRD#: 174433 / SEC#: 801-80927
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 32,545 |
| AUM (Assets Under Management) | $ 1,975,740,842 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/21/2025 | ||
| 04/22/2024 | ||
| 01/25/2023 |
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.
