Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McFarland is an active investment banking registered representative with over 10 years of industry experience. Matthew is currently registered with Broadoak Partners, LLC in Maryland. Matthew has passed the Securities Industry Essentials Examination (SIE) and the Investment Banking Registered Representative Examination (Series 79).
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.
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2
CA
01/31/2011 - Present
Broadoak Partners, LLC (BRISBANE CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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