Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Buchanan is an investment advisor representative at MSH Capital Advisors LLC, based in Scottsdale, Arizona. Gary has been in the financial services industry since 1985 and has a broad range of experience working with individuals, corporations, and state or municipal government entities. Gary is registered as an investment advisor representative in Arizona, Montana, New York, Oregon, Texas, Washington, and Wyoming. Gary holds FINRA Series 7, 8, 9, 10, 63, and 65 licenses and the SIE designation. Gary provides a variety of services including financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
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2
AZ
06/21/2017 - Present
MSH Capital Advisors LLC (SCOTTSDALE AZ)
MT
11/01/2006 - 06/20/2017
PROSPERA FINANCIAL SERVICES, INC. (BILLINGS MT)
MT
09/27/2002 - 11/01/2006
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (BILLINGS MT)
MT
08/11/1995 - 09/30/2002
D.A. DAVIDSON & CO. (GREAT FALLS MT)
NA
01/02/1990 - 08/16/1995
DAIN BOSWORTH INCORPORATED
NY
03/01/1985 - 01/13/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/26/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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