Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McLane is a financial advisor with Centaurus Financial, Inc., headquartered in Anaheim, CA. Matthew has been in the securities industry since August 23, 2005. Centaurus Financial, Inc. is a registered investment advisor, with approximately $6.3 billion in regulatory assets under management. Matthew holds registrations in multiple states and is also licensed to provide financial planning services. Matthew's experience includes working with clients of various types, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Centaurus Financial, Inc. offers a variety of investment advisory services, including financial planning, portfolio management, and educational seminars.
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
TX
10/16/2023 - Present
Centaurus Financial, Inc. (Montgomery TX)
TX
10/16/2017 - 01/20/2023
USA FINANCIAL SECURITIES CORPORATION (Tomball TX)
TX
09/02/2009 - 10/18/2017
NATIONAL PLANNING CORPORATION (TOMBALL TX)
TX
02/27/2009 - 09/04/2009
FSC SECURITIES CORPORATION (TOMBALL TX)
TX
08/24/2005 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (TOMBALL TX)
BOTH
Issued 03/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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