Unclaimed
Matthew Navins is a financial advisor who has been in the industry since September 16, 2002. Matthew is currently registered with Foreside Fund Services, LLC, and has previously been registered with Eaton Vance Distributors, Inc., Blackrock Investments, Inc., State Street Research Investment Services, Inc., and CDC IXIS Asset Management Distributors, L.P.
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.
1
2
MA
11/01/2023 - Present
Foreside Fund Services, LLC (Boston MA)
MA
04/24/2008 - 10/24/2023
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
09/29/2006 - 04/28/2008
BLACKROCK INVESTMENTS, INC. (BOSTON MA)
MA
12/15/2003 - 09/29/2006
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
MA
08/29/2002 - 11/24/2003
CDC IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)
BC
Issued 12/11/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/19/2000
Series 65 - Uniform Investment Adviser 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 09/26/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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