Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Buchanan is a registered representative with Castleoak Securities, LP, headquartered in Independence, OH. Matthew has been in the securities industry since February 5, 2019. Prior to joining Castleoak Securities, LP, Matthew worked for KeyBanc Capital Markets Inc. in Cleveland, OH. Matthew holds Series 7, Series 63, and SIE licenses. Matthew has a strong background in the financial industry and is committed to providing his clients with the highest level of service.
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
OH
09/17/2021 - Present
Castleoak Securities, LP (Independence OH)
OH
11/01/2018 - 06/11/2021
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
BC
Issued 12/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Buchanan is the right advisor for you? Invested Better is here to help.
