Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blair? Claim Your ProfileBlair Catriona Buchanan is a registered representative and investment advisor representative associated with Wealthfront Advisers LLC. Blair Buchanan holds Series 66, Series 24, Series 99TO, Series 7TO and SIE licenses. Blair Buchanan is active in the securities industry since 2022. The advisor is also registered in 16 states. Blair Buchanan provides financial planning and portfolio management services to individuals and businesses.
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.
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.
Revenue share with affiliate - bd
1
2
CO
10/07/2024 - Present
Wealthfront Advisers LLC (Glendale CO)
BOTH
Issued 12/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/22/2023
Series 99TO - Operations Professional Examination
BC
Issued 05/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Blair Buchanan is the right advisor for you? Invested Better is here to help.
