Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew David Potts is an investment advisor representative with Osaic Wealth, Inc. Andrew has been in the financial services industry since 1969 and has a broad range of experience working with individuals, high net worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Andrew holds both Series 65 and 63 licenses and has worked with several firms over the years including SIGNATOR INVESTORS, INC., MML INVESTORS SERVICES, LLC, MSI FINANCIAL SERVICES, INC., METROPOLITAN LIFE INSURANCE COMPANY, and MANEQUITY, INC. Andrew is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
GA
11/02/2018 - Present
Osaic Wealth, Inc. (ALPHARETTA GA)
GA
02/16/2018 - 11/02/2018
SIGNATOR INVESTORS, INC. (ALPHARETTA GA)
GA
03/25/2017 - 02/21/2018
MML INVESTORS SERVICES, LLC (ATLANTA GA)
GA
01/06/1999 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
01/06/1999 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ATLANTA GA)
MA
07/27/1998 - 05/20/1999
MANEQUITY, INC. (BOSTON MA)
GA
05/08/1998 - 12/28/1998
CENTENNIAL CAPITAL MANAGEMENT, INC. (ATLANTA GA)
MA
03/01/1996 - 06/22/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
04/13/1989 - 03/01/1996
G. R. PHELPS & CO., INC.
NA
12/14/1984 - 04/20/1989
OGILVIE & TAYLOR SECURITIES CORPORATION
NA
06/29/1982 - 06/29/1984
HOME LIFE EQUITY SALES CORP.
NA
08/20/1979 - 06/29/1984
HOME LIFE INSURANCE COMPANY
NA
12/01/1969 - 08/11/1979
PENN MUTUAL EQUITY SERVICES, INC.
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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