Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Beeler is a financial professional with over 10 years of experience in the financial services industry. Matthew is currently registered with Aon Securities LLC, a leading provider of financial services. Matthew specializes in providing investment advice to individuals and families. Previously, Matthew has held positions at LOCKTON INVESTMENT SECURITIES, LLC, FIDELITY BROKERAGE SERVICES LLC, and RAYMOND JAMES FINANCIAL SERVICES, INC. Matthew is dedicated to providing personalized financial guidance and helping clients achieve their financial goals.
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.
Fairness opinions
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.
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2
MN
01/31/2024 - Present
AON Securities LLC (Bloomington MN)
CO
01/11/2018 - 01/04/2022
LOCKTON INVESTMENT SECURITIES, LLC (DENVER CO)
CO
08/10/2015 - 12/18/2017
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
IL
12/10/2013 - 07/22/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (EDWARDSVILLE IL)
BC
Issued 05/20/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/31/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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