Unclaimed
Logan Mahan has been in the financial services industry since October 30, 2014. Logan is currently registered with Fidelity Brokerage Services LLC and is located in Albuquerque, NM. Logan has held previous positions with National Financial Services LLC and OppenheimerFunds Distributor, Inc. Logan is a Series 6, Series 99TO and SIE licensed professional.
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.
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.
1
2
NM
05/10/2023 - Present
Fidelity Brokerage Services LLC (ALBUQUERQUE NM)
NM
05/04/2021 - 07/12/2021
NATIONAL FINANCIAL SERVICES LLC (ALBUQUERQUE NM)
CO
03/07/2001 - 07/06/2009
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
BC
Issued 05/04/2021
Series 99TO - Operations Professional Examination
BC
Issued 03/31/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Logan Mahan is the right advisor for you? Invested Better is here to help.