Janney Montgomery Scott LLC
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About this Advisor
Matthew Buikema is a financial advisor working in Battle Creek, Michigan with a total of 5 years of industry experience. Buikema is currently employed by Janney Montgomery Scott LLC. During their career, the advisor has held roles at Raymond James & Associates, Inc and Janney Montgomery Scott LLC. Buikema maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Florida, Michigan, Texas and Wisconsin. Janney Montgomery Scott LLC is a registered investment company based in Philadelphia, PA. The company has offices in 118 locations and a total of 2,242 financial advisors. It has $73 billion in assets across its 216,397 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 1,526 charitable organizations. Of its 216,397 customer accounts, 31% are held by high-net-worth individuals who have more than $1 million in investable assets. Janney Montgomery Scott LLC provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees largely are based on the services. However, fees billed by Janney Montgomery Scott LLC likely include any blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
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Janney Montgomery Scott LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Matthew Buikema Work History
Matthew has been registered as a financial advisor for 5 years.*
Janney Montgomery Scott LLC
Raymond James & Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Matthew Buikema to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Janney Montgomery Scott LLC
Toms River, NJ
West Hartford, CT
New Haven, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact email@example.com.
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