Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea M. Martin is a financial professional with over 30 years of experience in the industry. Andrea is currently registered with Bankers Life Advisory Services, Inc. Andrea is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 6, 7, 22, and 63 licenses. Andrea has worked for several prominent firms in the financial services industry including Pruco Securities, LLC, MML Investors Services, LLC, and Ameriprise Financial Services, Inc. Andrea has extensive experience in providing investment advisory services to 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
01/10/2022 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
NC
10/22/2019 - 01/31/2020
PRUCO SECURITIES, LLC. (CHARLOTTE NC)
PA
05/26/2015 - 11/02/2017
MML INVESTORS SERVICES, LLC (HORSHAM PA)
PA
08/22/2013 - 04/07/2015
PRINCOR FINANCIAL SERVICES CORPORATION (Wayne PA)
PA
12/22/2010 - 08/16/2011
NATIONWIDE SECURITIES, LLC (E NORRITON PA)
PA
07/10/2008 - 12/31/2008
FORTUNE FINANCIAL SERVICES, INC. (MONACA PA)
PA
01/15/1992 - 05/16/2006
AMERIPRISE FINANCIAL SERVICES, INC. (SCHWENKSVILLE PA)
MN
01/15/1992 - 05/16/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
AZ
06/18/1989 - 02/28/1990
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
11/07/1988 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
CT
10/23/1987 - 05/17/1988
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NA
05/20/1987 - 10/23/1987
COLUMBIA ASSET MANAGEMENT CORP.
NA
07/05/1985 - 06/14/1986
PRUCO SECURITIES CORPORATION
BC
Issued 07/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 11/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
BC
Issued 07/03/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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