Matthew G. Mclendon
Professional summary
Matthew Glenn Mclendon is a registered financial professional currently at ALLIANCE-ONE INVESTMENTS, LLC located in Tulsa, Oklahoma.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2019. Matthew has worked at 3 firms and has passed the Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Glenn Mclendon's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 1, 2023 - Present
ALLIANCE-ONE INVESTMENTS, LLC
Office #1: 4000 N Mingo Rd, Tulsa, OK 74116June 13, 2022 - December 1, 2023
TRANSAMERICA CAPITAL, LLC
April 8, 2019 - August 26, 2020
CHAMPLAIN ADVISORS, LLC
State Registrations and Notice Filings
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Exams
Series 7TO
Date: 11/17/2023
General Securities Representative ExaminationSeries 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
ALLIANCE-ONE INVESTMENTS, LLC
CRD#: 286025 / SEC#: , 8-69868
Contact information
Documents
Red Flags
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Company Information
ALLIANCE-ONE INVESTMENTS, LLC
CRD#: 286025Tulsa, OK 74116TRUST BUT VERIFY
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