Invested Better
Unclaimed

Unclaimed

Unclaimed

Andres Fernandez whitechurch

Citigroup Global Markets Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andres? Claim Your Profile

About Andres Fernandez whitechurch

Andres Fernandez whitechurch is an active Broker-Dealer and Investment Advisor Representative registered with Citigroup Global Markets Inc. with over 8 years of experience in the industry. Prior to joining Citigroup Global Markets Inc., Andres worked at Deutsche Bank Securities Inc., Evercore Group L.L.C., BCP Securities, LLC and Miller Tabak Roberts Securities, LLC. Andres has passed the Series 63, 66, 7, 24, 79 and 86 exams, and holds licenses in all states. Andres's registrations are currently active and in good standing.

Firm Information

Andres Fernandez whitechurch is currently registered with Citigroup Global Markets Inc.. Citigroup Global Markets Inc. is a corporation formed in October 1998, headquartered in New York, NY. The firm provides a wide range of investment advisory services including financial planning, asset allocation advice, pension consulting, publication of periodicals, selection of other advisors, and portfolio management for individuals, businesses, and other clients. With over 10,000 employees, including licensed agents, investment advisor representatives, and registered representatives, Citigroup Global Markets Inc. manages over $40 billion in assets for clients across various client types, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm is registered with the SEC and in all 50 states.
Citigroup Global Markets Inc.

388 GREENWICH STREET

NEW YORK, NY 10013

$40.52B

Assets Under Management

11,754

Total Clients

3,637

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

asset allocation advice

Asset allocation advice

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andres Fernandez whitechurch’s Registration & Firm History

NY

10/29/2019 - Present

Citigroup Global Markets Inc. (NEW YORK NY)

NY

03/14/2018 - 10/15/2019

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

09/02/2015 - 11/02/2017

EVERCORE GROUP L.L.C. (NEW YORK NY)

CT

06/02/2010 - 09/11/2013

BCP SECURITIES, LLC (GREENWICH CT)

NY

05/05/2009 - 05/25/2010

MILLER TABAK ROBERTS SECURITIES, LLC (NEW YORK NY)

Not sure if Andres Fernandez whitechurch is right for you?

Licenses & Designations

BC

Issued 09/10/2015

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 06/15/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/17/2024

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2015

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 01/19/2010

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 05/04/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

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

L

Long-Term Stock Exchange, Inc.

M

MEMX 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

Disclosures

There are no public disclosures for Andres Fernandez whitechurch.
Not sure if Andres Fernandez whitechurch is right for you?