Unclaimed
Matthew William Middendorf is a financial professional with over 20 years of experience in the industry. Currently, Matthew is a registered representative with Castleoak Securities, LP and has been with the firm since February 2011. Prior to this role, Matthew worked with Blaylock Robert Van, LLC and SBK-Brooks Investment Corp.
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
02/08/2011 - Present
Castleoak Securities, LP (Independence OH)
OH
08/13/2009 - 03/04/2011
BLAYLOCK ROBERT VAN, LLC (CLEVELAND OH)
OH
12/11/1998 - 08/11/2009
SBK-BROOKS INVESTMENT CORP. (CLEVELAND OH)
BC
Issued 02/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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