Unclaimed
Malcolm Adrian Peele is a financial advisor with Synovus Securities, Inc. Malcolm Adrian Peele has been a registered representative for over 12 years, having previously been with Truist Investment Services, Inc. and Wachovia Securities, LLC. Malcolm Adrian Peele has passed the Series 6, 7TO, 63, and 65 examinations and has been licensed in Florida, Georgia, North Carolina, and Pennsylvania. Malcolm Adrian Peele specializes in providing financial advice to individuals, high-net-worth individuals, businesses, and charitable organizations. Malcolm Adrian Peele's primary office is in Suwanee, Georgia. Synovus Securities, Inc. has a branch office in Newnan, Georgia.
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.
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.
Tax related services, administrative services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
09/10/2021 - Present
Synovus Securities, Inc. (Suwanee GA)
GA
04/16/2015 - 03/16/2021
TRUIST INVESTMENT SERVICES, INC. (DACULA GA)
GA
10/05/2004 - 09/26/2007
WACHOVIA SECURITIES, LLC (DULUTH GA)
IA
Issued 12/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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