Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McLendon is a financial advisor with Alliance-ONE Investments, LLC. Matthew has been in the financial services industry since January 21, 2021. Matthew holds the Series 63, Series 7TO, and SIE licenses. Matthew was previously employed by TRANSAMERICA CAPITAL, INC. and CHAMPLAIN ADVISORS, LLC.
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
OK
12/01/2023 - Present
Alliance-ONE Investments, LLC (Tulsa OK)
CO
06/13/2022 - 12/01/2023
TRANSAMERICA CAPITAL, INC. (DENVER CO)
VI
04/08/2019 - 08/26/2020
CHAMPLAIN ADVISORS, LLC (CHRISTIANSTED VI)
BC
Issued 04/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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