Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Poteat is a registered representative with Truist Securities, Inc. Andrew holds Series 63, Series 79TO, and SIE licenses and is registered in North Carolina. Andrew's career in the financial industry began on July 1, 2022.
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
NC
07/02/2022 - Present
Truist Securities, Inc. (CHARLOTTE NC)
BC
Issued 05/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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