Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Bishara is a registered representative with Citigroup Global Markets Inc. Andrea has been in the securities industry since August 12, 2012. Andrea has passed the Series 6, Series 7, Series 63, Series 66 and SIE exams. Andrea's current firm is Citigroup Global Markets Inc., which has offices in La Jolla, CA and Fountain Valley, CA. Prior to joining Citigroup Global Markets Inc., Andrea was registered with J.P. Morgan Securities LLC. Andrea is registered in Arizona, California, Massachusetts, Nevada, and Washington. Andrea specializes in providing portfolio management for individuals, portfolio management for businesses, financial planning, asset allocation advice, and selection of other advisers.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
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
CA
05/26/2020 - Present
Citigroup Global Markets Inc. (La Jolla CA)
CA
10/01/2012 - 09/21/2016
J.P. MORGAN SECURITIES LLC (EL CAJON CA)
CA
08/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (EL CAJON CA)
BOTH
Issued 05/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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