Unclaimed
Chandler Warren is an Investment Advisor Representative with Veracity Capital LLC. Chandler is a licensed Investment Advisor Representative in Georgia and Texas. Chandler has been in the industry since June 2022 and has experience working with PURSHE KAPLAN STERLING INVESTMENTS. Chandler provides financial planning and portfolio management services for individuals and businesses.
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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GA
04/05/2024 - Present
Veracity Capital LLC (ATLANTA GA)
GA
06/03/2022 - 12/05/2023
PURSHE KAPLAN STERLING INVESTMENTS (Atlanta GA)
IA
Issued 04/04/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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