Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Matthew Dunkley is an investment advisor representative associated with Eaton Vance Management. Brian Matthew Dunkley has been in the industry since January 8, 1995. Brian Matthew Dunkley holds the Series 6, 7, 63, 65, 79TO, and SIE licenses. Brian Matthew Dunkley is registered in 52 states and is actively registered in both Broker-Dealer and Investment Adviser capacities. Brian Matthew Dunkley's current firm Eaton Vance Management is located in Boston, Massachusetts. Eaton Vance Management manages assets for a variety of clients, including insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, sovereign wealth funds and foreign official institutions, and other investment advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of portfolio income
1
2
MA
10/16/2008 - Present
Eaton Vance Management (BOSTON MA)
MA
12/12/1994 - 12/16/1996
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
IA
Issued 05/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Dunkley is the right advisor for you? Invested Better is here to help.
