Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marci? Claim Your ProfileMarci Andriekus has been in the financial industry since September 16, 2004. Marci is currently registered with Raymond James & Associates, Inc. and has been with them since May 29, 2020. Prior to joining Raymond James & Associates, Inc., Marci was associated with LPL Financial LLC, J.P. Morgan Securities LLC and Jackson National Life Distributors LLC. Marci is also licensed in Michigan.
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.
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.
Please see note in schedule d - miscellaneous
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
MI
05/29/2020 - Present
Raymond James & Associates, Inc. (TROY MI)
MI
12/17/2018 - 05/26/2020
LPL FINANCIAL LLC (ROMEO MI)
MI
05/17/2018 - 12/11/2018
J.P. MORGAN SECURITIES LLC (OXFORD MI)
MI
01/27/2016 - 05/14/2018
RAYMOND JAMES & ASSOCIATES, INC. (TROY MI)
TN
01/09/2013 - 01/20/2016
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
GA
04/13/2012 - 09/13/2012
PNC INVESTMENTS (DUNWOODY GA)
GA
09/13/2010 - 04/13/2012
TD AMERITRADE, INC. (ALPHARETTA GA)
GA
12/13/2007 - 08/30/2010
SUNTRUST INVESTMENT SERVICES, INC. (SNELLVILLE GA)
GA
09/19/2005 - 12/13/2007
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
OH
03/25/2004 - 08/18/2005
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
IA
Issued 12/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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