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 advisor with Clearbridge Investments, LLC. Matthew has over 25 years of experience in the financial services industry and specializes in providing investment advice to individuals, corporations, and institutional clients. Prior to joining Clearbridge Investments, LLC, Matthew was a financial advisor at John Hancock Funds, LLC and Columbia Management Distributors, Inc. Matthew holds a Series 7 and Series 66 license, as well as a SIE license. Matthew has a strong understanding of the financial markets and a commitment to providing personalized service to his clients.
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.
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.
1
2
NY
12/11/2009 - Present
Clearbridge Investments, LLC (NEW YORK NY)
MA
07/23/2002 - 10/02/2009
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
08/15/1997 - 07/09/2002
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
06/30/1997 - 08/18/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
NA
08/14/1996 - 06/30/1997
JOHN HANCOCK FUNDS, INC.
CT
10/30/1995 - 06/24/1996
BUELL SECURITIES CORP. (GLASTONBURY CT)
BOTH
Issued 06/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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