Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Charles Marshall is a financial advisor with Peachtree P.C. Investors, LLC located in Atlanta, GA. Andrew has over 20 years of experience in the financial services industry. Andrew is a registered representative with FINRA and holds a Series 7, 6, 24, 63, and 66 licenses as well as the SIE exam. Andrew is also registered with the state of Georgia and other states across the U.S. Andrew is a dedicated and experienced financial advisor committed to providing personalized financial advice and solutions to clients.
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.
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2
GA
08/02/2019 - Present
Peachtree P.C. Investors, LLC (Atlanta GA)
CA
01/22/2019 - 08/30/2019
EMERSON EQUITY LLC (SAN MATEO CA)
CA
05/22/2018 - 09/05/2018
EMERSON EQUITY LLC (SAN MATEO CA)
FL
10/17/2016 - 08/03/2017
S2K FINANCIAL LLC (ORLANDO FL)
CA
12/11/2015 - 09/27/2016
SC DISTRIBUTORS, LLC (NEWPORT BEACH CA)
NY
12/03/2013 - 12/04/2015
REALTY CAPITAL SECURITIES, LLC (NEW YORK CITY NY)
GA
09/16/2010 - 09/24/2013
CAREY FINANCIAL, LLC (ATLANTA GA)
IL
11/09/2007 - 09/17/2010
INLAND SECURITIES CORPORATION (OAK BROOK IL)
TX
04/10/2006 - 11/05/2007
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
GA
07/16/2003 - 02/22/2006
WELLS INVESTMENT SECURITIES,INC. (NORCROSS GA)
CO
10/21/2002 - 11/22/2002
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
02/16/2001 - 10/21/2002
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 02/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 09/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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