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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Jon Buchanan is a financial advisor with over 24 years of experience in the industry. Jeffrey is currently registered with Osaic Wealth, Inc. He has previously been affiliated with Securities America, Inc., National Planning Corporation, Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., and 1717 Capital Management Company. Jeffrey is a licensed investment advisor representative in North Carolina and Pennsylvania. He offers financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
PA
06/14/2024 - Present
Osaic Wealth, Inc. (HERSHEY PA)
PA
10/19/2017 - 06/14/2024
SECURITIES AMERICA, INC. (HERSHEY PA)
PA
08/26/2004 - 10/23/2017
NATIONAL PLANNING CORPORATION (HERSHEY PA)
CA
08/01/2003 - 08/26/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
06/23/2000 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
DE
12/07/1999 - 01/16/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 06/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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