Unclaimed
Andrea Renee Martin is a financial advisor at PNC Investments. Andrea has been in the financial services industry since 1997 and has experience in providing investment advice to individuals, businesses, and retirement plans. Andrea is registered with the state of Michigan as both a broker-dealer and an investment advisor. Andrea holds the Series 7, Series 63, and Series 65 licenses, and is also a registered representative with FINRA.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MI
10/29/2010 - Present
PNC Investments (ANN ARBOR MI)
MI
06/03/2003 - 11/13/2009
NATCITY INVESTMENTS, INC. (CLARKSTON MI)
MN
09/29/1997 - 07/22/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/29/1997 - 07/22/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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