Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Beebe has been a registered representative since December 1998. Matthew is currently employed by Commonwealth Financial Network. Matthew's main office is located in Queensbury, New York, and he also has a branch office in Waltham, Massachusetts. Matthew is registered in 21 states and holds a number of professional licenses, including Series 6, 7, 63, 65, and 66. Matthew's previous employers include Equitable Advisors, LLC and The Equitable Life Assurance Society of the United States. Matthew's specializations include insurance, securities, and financial planning. Matthew's firm, Commonwealth Financial Network, provides a variety of investment advisory services, including financial planning, pension consulting, and portfolio management. Matthew and Commonwealth Financial Network serve a variety of clients, including individuals, corporations, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
06/09/2023 - Present
Commonwealth Financial Network (Queensbury NY)
NY
12/16/1998 - 06/26/2023
EQUITABLE ADVISORS, LLC (QUEENSBURY NY)
NY
12/16/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 06/03/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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