Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Ramsey is a financial advisor with over 20 years of experience in the industry. Andrew is a CERTIFIED FINANCIAL PLANNER™ professional and is currently registered with Concurrent Investment Advisors, LLC. Previously, Andrew was registered with Raymond James Financial Services, Inc., Cetera Advisor Networks LLC, Girard Securities, Inc., and PPA Investments, Inc. Andrew holds Series 6, 7, 63, and 66 licenses as well as the SIE exam. Andrew specializes in providing financial guidance and portfolio management to individuals, families, businesses, and retirement plans.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
GA
02/02/2024 - Present
Concurrent Investment Advisors, LLC (Alpharetta GA)
GA
06/03/2020 - 10/03/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Alpharetta GA)
GA
11/01/2017 - 06/08/2020
CETERA ADVISOR NETWORKS LLC (ALPHARETTA GA)
GA
06/14/2013 - 11/01/2017
GIRARD SECURITIES, INC. (ALPHARETTA GA)
GA
10/30/2003 - 06/14/2013
PPA INVESTMENTS, INC. (ROSWELL GA)
NA
06/03/1994 - 12/31/1995
G. R. PHELPS & CO., INC.
BOTH
Issued 11/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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