Unclaimed
Andrew Mutch is a financial advisor with Performance Trust Capital Partners, LLC located in Atlanta, Georgia. Andrew has been in the financial services industry since 2012. Andrew holds the Series 63, SIE, Series 62 and Series 79 licenses. Andrew is registered with the state of Georgia and Illinois. Andrew was previously employed with PIPER SANDLER & CO. and SANDLER, O'NEILL & PARTNERS, L.P.
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.
1
2
GA
08/01/2023 - Present
Performance Trust Capital Partners, LLC (Atlanta GA)
GA
01/03/2020 - 05/09/2023
PIPER SANDLER & CO. (ATLANTA GA)
GA
01/10/2012 - 01/03/2020
SANDLER, O'NEILL & PARTNERS, L.P. (ATLANTA GA)
BC
Issued 12/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2015
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/09/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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