Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Nicole Martins is a registered investment advisor representative with Osaic Wealth, Inc., an investment advisory firm based in Scottsdale, Arizona. Andrea has been in the financial services industry since February 24, 2020, and has a wealth of experience in providing financial advice to individuals, families, and businesses. Andrea holds a Series 66, Series 7, Series 52, Series 53, and Series 24 license. Andrea specializes in providing comprehensive financial planning, portfolio management, and investment advice. Andrea is dedicated to helping clients achieve their financial goals.
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.
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
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
04/08/2022 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
02/25/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Omaha NE)
MN
04/08/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
04/08/2022 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
04/08/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
BOTH
Issued 07/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2022
Series 4 - Registered Options Principal Examination
BC
Issued 10/03/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/08/2021
Series 24 - General Securities Principal Examination
BC
Issued 09/12/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 02/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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