Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andres? Claim Your ProfileAndres Eduardo Martinez Fernandez is a financial advisor with Morgan Stanley. Andres has been in the financial industry for 10 years. Andres is registered with FINRA and the states of Florida and Texas. Andres holds Series 7, 66 and SIE licenses. Andres also has experience with Citigroup Global Markets Inc.. Andres has experience in various industries, including engineering and oil and gas. Prior to joining Morgan Stanley, Andres was a consultant for Bucher & Christian Consulting Inc.. Andres is committed to providing clients with personalized financial advice and guidance.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
10/03/2022 - Present
Morgan Stanley (Miami FL)
FL
06/15/2022 - 08/31/2022
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
BOTH
Issued 04/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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