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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Garzone is a financial advisor with Natixis Advisors, LLC. He is licensed in 53 states and the District of Columbia. Matthew has been in the industry since August 2000 and has a Series 6, 7, 24, 31, and 63 licenses, as well as the SIE. He has experience with a wide range of clients, including high-net-worth individuals, corporations, and investment companies. Matthew provides advisory services such as selection of other advisors and portfolio management. Before joining Natixis Advisors, LLC, Matthew Garzone was employed by Putnam Retail Management Limited Partnership in Boston, MA.
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.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management and model research provider.
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.
A percentage of the total value of assets under management is charged.
A percentage of wrap sponsor fees.
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2
MA
12/01/2004 - Present
Natixis Advisors, LLC (BOSTON MA)
MA
08/23/2000 - 12/13/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 09/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2018
Series 31 - Futures Managed Funds Examination
BC
Issued 03/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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