Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Doyle is a financial professional with over 7 years of experience in the industry. Currently, Matthew works at Brookfield Oaktree Wealth Solutions LLC. Prior to this, Matthew worked at Brookfield Private Advisors LLC, J.P. Morgan Institutional Investments Inc., JPMORGAN DISTRIBUTION SERVICES, INC. and J.P. MORGAN SECURITIES LLC. Matthew holds a Series 63, Series 7, and SIE license. Matthew is registered with the state of New York, as well as 50 other states and the District of Columbia.
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.
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.
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NY
12/22/2021 - Present
Brookfield Oaktree Wealth Solutions LLC (New York NY)
NY
09/08/2020 - 12/22/2021
BROOKFIELD PRIVATE ADVISORS LLC (NEW YORK NY)
NY
03/28/2018 - 08/20/2020
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (New York NY)
NY
11/28/2017 - 03/28/2018
JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)
NY
08/12/2014 - 06/21/2016
J.P. MORGAN SECURITIES LLC (new york NY)
BC
Issued 09/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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