Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Buchanan is an investment advisor representative with Katalgar Capital Management, LLC in Bethesda, MD. William has been in the industry for over 20 years and has experience with both individual and institutional clients. William Buchanan is a Chartered Financial Analyst. William has previously worked at ALLEN & COMPANY LLC and BROWN BROTHERS HARRIMAN & CO. in New York, NY.
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.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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.
A percentage of the total value of assets under management is charged.
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MD
06/17/2008 - Present
Katalgar Capital Management, LLC (BETHESDA MD)
NY
04/09/2002 - 12/31/2007
ALLEN & COMPANY LLC (NEW YORK NY)
NY
10/01/2000 - 09/26/2001
BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)
IA
Issued 06/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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